FirstPurpose Wealth’s Azenta AZTA Stock Holding History

FirstPurpose Wealth’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
2024 Q1	–	Sell	-3,114	Closed	-$203K	–	211
2023 Q4	$203K	Buy	+3,114	New	+$169K	0.08%	205

Other funds holding AZTA

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

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

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GKIM

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FirstPurpose Wealth's AZTA Position: Q1 2024 in Review

FirstPurpose Wealth sold out of Azenta (AZTA) in Q1 2024, closing a stake of 3,114 shares — an estimated $203K sold.

FirstPurpose Wealth first reported a position in AZTA in Q4 2023 and held it in 1 quarter. The position peaked at $203K in Q4 2023. 328 funds tracked by Wall St. Rank hold AZTA as of Q1 2024.

FirstPurpose Wealth reported no remaining Azenta position as of Q1 2024 after selling out during the quarter.
FirstPurpose Wealth sold 3,114 Azenta shares in Q1 2024, an estimated $203K.
FirstPurpose Wealth first reported a position in Azenta in Q4 2023 and held it in 1 quarter.
FirstPurpose Wealth's Azenta position peaked at $203K in Q4 2023.
328 funds tracked by Wall St. Rank held Azenta as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.