FDx Advisors’s Azenta AZTA Stock Holding History

FDx 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
2022 Q4	–	Sell	-5,658	Closed	-$243K	–	742
2022 Q3	$243K	Buy	5,658 +1,255	+29%	+$75K	0.01%	622
2022 Q2	$317K	Buy	4,403 +336	+8%	+$25.1K	0.01%	608
2022 Q1	$337K	Buy	4,067 +888	+28%	+$76.2K	0.01%	625
2021 Q4	$328K	Sell	3,179 -964	-23%	-$105K	0.01%	668
2021 Q3	$424K	Buy	4,143 +965	+30%	+$86.5K	0.01%	561
2021 Q2	$303K	Buy	+3,178	New	+$308K	0.01%	661
2019 Q3	–	Sell	-19,116	Closed	-$741K	–	640
2019 Q2	$741K	Sell	19,116 -847	-4%	-$30.4K	0.03%	392
2019 Q1	$586K	Buy	+19,963	New	+$601K	0.02%	431
2018 Q4	–	Sell	-16,949	Closed	-$594K	–	567
2018 Q3	$594K	Buy	16,949 +4,663	+38%	+$153K	0.02%	474
2018 Q2	$401K	Buy	12,286 +484	+4%	+$14.4K	0.01%	623
2018 Q1	$320K	Buy	+11,802	New	+$321K	0.01%	943

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

FDx Advisors's AZTA Position: Q4 2022 in Review

FDx Advisors sold out of Azenta (AZTA) in Q4 2022, closing a stake of 5,658 shares — an estimated $243K sold.

FDx Advisors first reported a position in AZTA in Q1 2018 and held it in 11 quarters. The position peaked at $741K in Q2 2019. 351 funds tracked by Wall St. Rank hold AZTA as of Q4 2022.

FDx Advisors reported no remaining Azenta position as of Q4 2022 after selling out during the quarter.
FDx Advisors sold 5,658 Azenta shares in Q4 2022, an estimated $243K.
FDx Advisors first reported a position in Azenta in Q1 2018 and held it in 11 quarters.
FDx Advisors's Azenta position peaked at $741K in Q2 2019.
351 funds tracked by Wall St. Rank held Azenta as of Q4 2022.

Based on FDx Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.