Coppell Advisory Solutions’s Azenta AZTA Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-35	Closed	-$1.45K	–	458
2024 Q4	$1.45K	Hold	35	–	–	﹤0.01%	1599
2024 Q3	$1.43K	Buy	35 +6	+21%	+$312	﹤0.01%	1514
2024 Q2	$1.53K	Buy	+29	New	+$1.55K	﹤0.01%	1427
2023 Q4	$1.89K	Buy	+29	New	+$1.57K	﹤0.01%	1304
2023 Q3	–	Sell	-29	Closed	-$1.35K	–	1232
2023 Q2	$1.35K	Buy	+29	New	+$1.27K	﹤0.01%	1081

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

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

GKIM

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Coppell Advisory Solutions's AZTA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Azenta (AZTA) in Q1 2025, closing a stake of 35 shares — an estimated $1.45K sold.

Coppell Advisory Solutions first reported a position in AZTA in Q2 2023 and held it in 5 quarters. The position peaked at $1.89K in Q4 2023. 293 funds tracked by Wall St. Rank hold AZTA as of Q1 2025.

Coppell Advisory Solutions reported no remaining Azenta position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 35 Azenta shares in Q1 2025, an estimated $1.45K.
Coppell Advisory Solutions first reported a position in Azenta in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's Azenta position peaked at $1.89K in Q4 2023.
293 funds tracked by Wall St. Rank held Azenta as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.