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First Personal Financial Services’s Azenta AZTA Stock Holding History

First Personal Financial Services’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
2018
Q2 		– Sell
-448
Closed -$12K – 675
2018
Q1 		$12K Buy
+448
New +$12.2K ﹤0.01% 736
2017
Q4 		– Sell
-288
Closed -$9K – 989
2017
Q3 		$9K Buy
+288
New +$7.41K ﹤0.01% 720

Other funds holding AZTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Personal Financial Services's AZTA Position: Q2 2018 in Review

First Personal Financial Services sold out of Azenta (AZTA) in Q2 2018, closing a stake of 448 shares — an estimated $12K sold.

First Personal Financial Services first reported a position in AZTA in Q3 2017 and held it in 2 quarters. The position peaked at $12K in Q1 2018. 229 funds tracked by Wall St. Rank hold AZTA as of Q2 2018.

  • First Personal Financial Services reported no remaining Azenta position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 448 Azenta shares in Q2 2018, an estimated $12K.
  • First Personal Financial Services first reported a position in Azenta in Q3 2017 and held it in 2 quarters.
  • First Personal Financial Services's Azenta position peaked at $12K in Q1 2018.
  • 229 funds tracked by Wall St. Rank held Azenta as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.