Concord Wealth Partners’s Azenta AZTA Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-21	Closed	-$1.22K	–	1009
2022 Q4	$1.22K	Buy	+21	New	+$1.07K	﹤0.01%	1025
2022 Q3	–	Sell	-21	Closed	-$2K	–	237
2022 Q2	$2K	Sell	21 -35	-63%	-$2.62K	﹤0.01%	993
2022 Q1	$5K	Hold	56	–	–	﹤0.01%	898
2021 Q4	$6K	Buy	56 +21	+60%	+$2.28K	﹤0.01%	895
2021 Q3	$4K	Sell	35 -9	-20%	-$807	﹤0.01%	614
2021 Q2	$4K	Buy	+44	New	+$4.27K	﹤0.01%	755

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

GKIM

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

Norges Bank Oslo, Norway $935B AUM

GIM

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

Concord Wealth Partners's AZTA Position: Q1 2023 in Review

Concord Wealth Partners sold out of Azenta (AZTA) in Q1 2023, closing a stake of 21 shares — an estimated $1.22K sold.

Concord Wealth Partners first reported a position in AZTA in Q2 2021 and held it in 6 quarters. The position peaked at $6K in Q4 2021. 341 funds tracked by Wall St. Rank hold AZTA as of Q1 2023.

Concord Wealth Partners reported no remaining Azenta position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 21 Azenta shares in Q1 2023, an estimated $1.22K.
Concord Wealth Partners first reported a position in Azenta in Q2 2021 and held it in 6 quarters.
Concord Wealth Partners's Azenta position peaked at $6K in Q4 2021.
341 funds tracked by Wall St. Rank held Azenta as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.