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Axiom Financial Strategies’s Azenta AZTA Stock Holding History

Axiom Financial Strategies’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
2021
Q1 		– Sell
-5,000
Closed -$231K – 78
2020
Q4 		$231K Hold
5,000
– – 0.14% 60
2020
Q3 		$231K Hold
5,000
– – 0.14% 60
2020
Q2 		$221K Buy
+5,000
New +$191K 0.14% 59

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Axiom Financial Strategies's AZTA Position: Q1 2021 in Review

Axiom Financial Strategies sold out of Azenta (AZTA) in Q1 2021, closing a stake of 5,000 shares — an estimated $231K sold.

Axiom Financial Strategies first reported a position in AZTA in Q2 2020 and held it in 3 quarters. The position peaked at $231K in Q4 2020. 336 funds tracked by Wall St. Rank hold AZTA as of Q1 2021.

  • Axiom Financial Strategies reported no remaining Azenta position as of Q1 2021 after selling out during the quarter.
  • Axiom Financial Strategies sold 5,000 Azenta shares in Q1 2021, an estimated $231K.
  • Axiom Financial Strategies first reported a position in Azenta in Q2 2020 and held it in 3 quarters.
  • Axiom Financial Strategies's Azenta position peaked at $231K in Q4 2020.
  • 336 funds tracked by Wall St. Rank held Azenta as of Q1 2021.

Based on Axiom Financial Strategies's 13F filing for Q1 2021, filed 13 May 2021.