BRWA
AZTA icon

B. Riley Wealth Advisors’s Azenta AZTA Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-2,579
Closed -$211K – 1379
2021
Q1 		$211K Buy
+2,579
New +$208K 0.01% 1168
2019
Q4 		– Sell
-13,363
Closed -$495K – 845
2019
Q3 		$495K Buy
13,363
+2,218
+20% +$80.4K 0.05% 411
2019
Q2 		$432K Buy
11,145
+3,631
+48% +$130K 0.05% 429
2019
Q1 		$221K Buy
+7,514
New +$226K 0.03% 614

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
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
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
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

B. Riley Wealth Advisors's AZTA Position: Q2 2021 in Review

B. Riley Wealth Advisors sold out of Azenta (AZTA) in Q2 2021, closing a stake of 2,579 shares — an estimated $211K sold.

B. Riley Wealth Advisors first reported a position in AZTA in Q1 2019 and held it in 4 quarters. The position peaked at $495K in Q3 2019. 383 funds tracked by Wall St. Rank hold AZTA as of Q2 2021.

  • B. Riley Wealth Advisors reported no remaining Azenta position as of Q2 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,579 Azenta shares in Q2 2021, an estimated $211K.
  • B. Riley Wealth Advisors first reported a position in Azenta in Q1 2019 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Azenta position peaked at $495K in Q3 2019.
  • 383 funds tracked by Wall St. Rank held Azenta as of Q2 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.