CM Wealth Advisors’s Azenta AZTA Stock Holding History

CM 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
2023 Q2	–	Sell	-24,606	Closed	-$1M	–	185
2023 Q1	$1M	Buy	+24,606	New	+$1.22M	0.19%	161

Other funds holding AZTA

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

BlackRock New York $5.72T AUM 30.48% 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

Norges Bank Oslo, Norway $935B AUM

PCM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

GKIM

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

CM Wealth Advisors's AZTA Position: Q2 2023 in Review

CM Wealth Advisors sold out of Azenta (AZTA) in Q2 2023, closing a stake of 24,606 shares — an estimated $1M sold.

CM Wealth Advisors first reported a position in AZTA in Q1 2023 and held it in 1 quarter. The position peaked at $1M in Q1 2023. 306 funds tracked by Wall St. Rank hold AZTA as of Q2 2023.

CM Wealth Advisors reported no remaining Azenta position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 24,606 Azenta shares in Q2 2023, an estimated $1M.
CM Wealth Advisors first reported a position in Azenta in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Azenta position peaked at $1M in Q1 2023.
306 funds tracked by Wall St. Rank held Azenta as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.