Financial Gravity Asset Management’s Azenta AZTA Stock Holding History

Financial Gravity Asset 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
2023 Q3	–	Sell	-47	Closed	-$25	–	1277
2023 Q2	$25	Buy	+47	New	+$2.06K	﹤0.01%	1473
2023 Q1	–	Sell	-58	Closed	-$127	–	1167
2022 Q4	$127	Buy	+58	New	+$2.97K	﹤0.01%	1070
2021 Q1	–	Sell	-1	Closed	–	–	770
2020 Q4	$0	Buy	+1	New	+$62	﹤0.01%	489

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

PCM

Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GKIM

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

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Financial Gravity Asset Management's AZTA Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Azenta (AZTA) in Q3 2023, closing a stake of 47 shares — an estimated $25 sold.

Financial Gravity Asset Management first reported a position in AZTA in Q4 2020 and held it in 3 quarters. The position peaked at $127 in Q4 2022. 308 funds tracked by Wall St. Rank hold AZTA as of Q3 2023.

Financial Gravity Asset Management reported no remaining Azenta position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 47 Azenta shares in Q3 2023, an estimated $25.
Financial Gravity Asset Management first reported a position in Azenta in Q4 2020 and held it in 3 quarters.
Financial Gravity Asset Management's Azenta position peaked at $127 in Q4 2022.
308 funds tracked by Wall St. Rank held Azenta as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.