Baker Tilly Wealth Management’s Azenta AZTA Stock Holding History

Baker Tilly Wealth Management’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 Q4	–	Sell	-7,951	Closed	-$341K	–	541
2022 Q3	$341K	Buy	7,951 +660	+9%	+$39.4K	0.05%	390
2022 Q2	$526K	Buy	7,291 +93	+1%	+$6.95K	0.07%	289
2022 Q1	$597K	Sell	7,198 -1,011	-12%	-$86.8K	0.07%	297
2021 Q4	$846K	Buy	8,209 +2,538	+45%	+$275K	0.09%	240
2021 Q3	$580K	Buy	5,671 +1,183	+26%	+$106K	0.08%	280
2021 Q2	$428K	Buy	+4,488	New	+$435K	0.07%	314

Other funds holding AZTA

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

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

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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Baker Tilly Wealth Management's AZTA Position: Q4 2022 in Review

Baker Tilly Wealth Management sold out of Azenta (AZTA) in Q4 2022, closing a stake of 7,951 shares — an estimated $341K sold.

Baker Tilly Wealth Management first reported a position in AZTA in Q2 2021 and held it in 6 quarters. The position peaked at $846K in Q4 2021. 351 funds tracked by Wall St. Rank hold AZTA as of Q4 2022.

Baker Tilly Wealth Management reported no remaining Azenta position as of Q4 2022 after selling out during the quarter.
Baker Tilly Wealth Management sold 7,951 Azenta shares in Q4 2022, an estimated $341K.
Baker Tilly Wealth Management first reported a position in Azenta in Q2 2021 and held it in 6 quarters.
Baker Tilly Wealth Management's Azenta position peaked at $846K in Q4 2021.
351 funds tracked by Wall St. Rank held Azenta as of Q4 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.