Bell Investment Advisors’s Azenta AZTA Stock Holding History

Bell Investment 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
2024 Q4	–	Sell	-20	Closed	-$969	–	1907
2024 Q3	$969	Sell	20 -12	-38%	-$624	﹤0.01%	1601
2024 Q2	$1.68K	Sell	32 -26	-45%	-$1.39K	﹤0.01%	1437
2024 Q1	$3.5K	Hold	58	–	–	﹤0.01%	1097
2023 Q4	$3.78K	Buy	58 +30	+107%	+$1.63K	﹤0.01%	1023
2023 Q3	$1.41K	Sell	28 -19	-40%	-$955	﹤0.01%	1440
2023 Q2	$2.19K	Sell	47 -12	-20%	-$525	﹤0.01%	1250
2023 Q1	$2.63K	Sell	59 -68	-54%	-$3.37K	﹤0.01%	1107
2022 Q4	$7.39K	Buy	127 +26	+26%	+$1.33K	﹤0.01%	615
2022 Q3	$4K	Buy	101 +19	+23%	+$1.14K	﹤0.01%	753
2022 Q2	$6K	Buy	+82	New	+$6.13K	﹤0.01%	594

Other funds holding AZTA

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

PCM

Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Bell Investment Advisors's AZTA Position: Q4 2024 in Review

Bell Investment Advisors sold out of Azenta (AZTA) in Q4 2024, closing a stake of 20 shares — an estimated $969 sold.

Bell Investment Advisors first reported a position in AZTA in Q2 2022 and held it in 10 quarters. The position peaked at $7.39K in Q4 2022. 310 funds tracked by Wall St. Rank hold AZTA as of Q4 2024.

Bell Investment Advisors reported no remaining Azenta position as of Q4 2024 after selling out during the quarter.
Bell Investment Advisors sold 20 Azenta shares in Q4 2024, an estimated $969.
Bell Investment Advisors first reported a position in Azenta in Q2 2022 and held it in 10 quarters.
Bell Investment Advisors's Azenta position peaked at $7.39K in Q4 2022.
310 funds tracked by Wall St. Rank held Azenta as of Q4 2024.

Based on Bell Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.