Acima Private Wealth’s Azenta AZTA Stock Holding History

Acima Private Wealth’s Portfolio AZTA Stock Details AZTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-145	Closed	-$9.45K	–	202
2023 Q4	$9.45K	Hold	145	–	–	﹤0.01%	203
2023 Q3	$7.28K	Hold	145	–	–	﹤0.01%	221
2023 Q2	$6.77K	Hold	145	–	–	﹤0.01%	235
2023 Q1	$6.47K	Buy	+145	New	+$7.18K	﹤0.01%	244

Other funds holding AZTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Acima Private Wealth's AZTA Position: Q1 2024 in Review

Acima Private Wealth sold out of Azenta (AZTA) in Q1 2024, closing a stake of 145 shares — an estimated $9.45K sold.

Acima Private Wealth first reported a position in AZTA in Q1 2023 and held it in 4 quarters. The position peaked at $9.45K in Q4 2023. 328 funds tracked by Wall St. Rank hold AZTA as of Q1 2024.

Acima Private Wealth reported no remaining Azenta position as of Q1 2024 after selling out during the quarter.
Acima Private Wealth sold 145 Azenta shares in Q1 2024, an estimated $9.45K.
Acima Private Wealth first reported a position in Azenta in Q1 2023 and held it in 4 quarters.
Acima Private Wealth's Azenta position peaked at $9.45K in Q4 2023.
328 funds tracked by Wall St. Rank held Azenta as of Q1 2024.

Based on Acima Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.