Congress Wealth Management’s Azenta AZTA Stock Holding History

Congress 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	-132,734	Closed	-$5.69M	–	556
2022 Q3	$5.69M	Buy	132,734 +7,506	+6%	+$448K	0.15%	168
2022 Q2	$9.03M	Sell	125,228 -4,373	-3%	-$327K	0.23%	131
2022 Q1	$10.7M	Sell	129,601 -3,606	-3%	-$309K	0.23%	117
2021 Q4	$13.7M	Buy	+133,207	New	+$14.4M	0.27%	97

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

Congress Wealth Management's AZTA Position: Q4 2022 in Review

Congress Wealth Management sold out of Azenta (AZTA) in Q4 2022, closing a stake of 132,734 shares — an estimated $5.69M sold.

Congress Wealth Management first reported a position in AZTA in Q4 2021 and held it in 4 quarters. The position peaked at $13.7M in Q4 2021. 351 funds tracked by Wall St. Rank hold AZTA as of Q4 2022.

Congress Wealth Management reported no remaining Azenta position as of Q4 2022 after selling out during the quarter.
Congress Wealth Management sold 132,734 Azenta shares in Q4 2022, an estimated $5.69M.
Congress Wealth Management first reported a position in Azenta in Q4 2021 and held it in 4 quarters.
Congress Wealth Management's Azenta position peaked at $13.7M in Q4 2021.
351 funds tracked by Wall St. Rank held Azenta as of Q4 2022.

Based on Congress Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.