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Financial Synergies Wealth Advisors’s Azenta AZTA Stock Holding History

Financial Synergies Wealth 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
Q3 		– Sell
-21
Closed -$1.51K – 473
2022
Q2 		$1.51K Buy
+21
New +$1.57K ﹤0.01% 273

Other funds holding AZTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Financial Synergies Wealth Advisors's AZTA Position: Q3 2022 in Review

Financial Synergies Wealth Advisors sold out of Azenta (AZTA) in Q3 2022, closing a stake of 21 shares — an estimated $1.51K sold.

Financial Synergies Wealth Advisors first reported a position in AZTA in Q2 2022 and held it in 1 quarter. The position peaked at $1.51K in Q2 2022. 341 funds tracked by Wall St. Rank hold AZTA as of Q3 2022.

  • Financial Synergies Wealth Advisors reported no remaining Azenta position as of Q3 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 21 Azenta shares in Q3 2022, an estimated $1.51K.
  • Financial Synergies Wealth Advisors first reported a position in Azenta in Q2 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Azenta position peaked at $1.51K in Q2 2022.
  • 341 funds tracked by Wall St. Rank held Azenta as of Q3 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2022, filed 4 Apr 2024.