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Avantax Planning Partners’s Azenta AZTA Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-291
Closed -$10K – 359
2018
Q3 		$10K Buy
+291
New +$9.56K ﹤0.01% 868
2018
Q2 		– Sell
-292
Closed -$8K – 349
2018
Q1 		$8K Buy
+292
New +$7.95K ﹤0.01% 1139

Other funds holding AZTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Planning Partners's AZTA Position: Q4 2018 in Review

Avantax Planning Partners sold out of Azenta (AZTA) in Q4 2018, closing a stake of 291 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in AZTA in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 228 funds tracked by Wall St. Rank hold AZTA as of Q4 2018.

  • Avantax Planning Partners reported no remaining Azenta position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 291 Azenta shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in Azenta in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Azenta position peaked at $10K in Q3 2018.
  • 228 funds tracked by Wall St. Rank held Azenta as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.