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Atria Wealth Solutions’s Azenta AZTA Stock Holding History

Atria Wealth Solutions’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
2022
Q2 		– Sell
-5,668
Closed -$470K – 1644
2022
Q1 		$470K Buy
+5,668
New +$486K 0.01% 1098

Other funds holding AZTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Atria Wealth Solutions's AZTA Position: Q2 2022 in Review

Atria Wealth Solutions sold out of Azenta (AZTA) in Q2 2022, closing a stake of 5,668 shares — an estimated $470K sold.

Atria Wealth Solutions first reported a position in AZTA in Q1 2022 and held it in 1 quarter. The position peaked at $470K in Q1 2022. 372 funds tracked by Wall St. Rank hold AZTA as of Q2 2022.

  • Atria Wealth Solutions reported no remaining Azenta position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,668 Azenta shares in Q2 2022, an estimated $470K.
  • Atria Wealth Solutions first reported a position in Azenta in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Azenta position peaked at $470K in Q1 2022.
  • 372 funds tracked by Wall St. Rank held Azenta as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.