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Cornerstone Planning Group’s Azenta AZTA Stock Holding History

Cornerstone Planning Group’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
-8
Closed -$436 – 1572
2024
Q4 		$436 Hold
8
– – ﹤0.01% 1182
2024
Q3 		$334 Buy
+8
New +$416 ﹤0.01% 1172
2023
Q3 		– Sell
-24
Closed -$1.12K – 1221
2023
Q2 		$1.12K Buy
+24
New +$1.05K ﹤0.01% 1325
2022
Q4 		$566 Buy
+10
New +$512 ﹤0.01% 1442

Other funds holding AZTA

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
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
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cornerstone Planning Group's AZTA Position: Q1 2025 in Review

Cornerstone Planning Group sold out of Azenta (AZTA) in Q1 2025, closing a stake of 8 shares — an estimated $436 sold.

Cornerstone Planning Group first reported a position in AZTA in Q4 2022 and held it in 4 quarters. The position peaked at $1.12K in Q2 2023. 293 funds tracked by Wall St. Rank hold AZTA as of Q1 2025.

  • Cornerstone Planning Group reported no remaining Azenta position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 8 Azenta shares in Q1 2025, an estimated $436.
  • Cornerstone Planning Group first reported a position in Azenta in Q4 2022 and held it in 4 quarters.
  • Cornerstone Planning Group's Azenta position peaked at $1.12K in Q2 2023.
  • 293 funds tracked by Wall St. Rank held Azenta as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.