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Forum Financial Management’s Azenta AZTA Stock Holding History

Forum Financial 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
2024
Q1 		– Sell
-3,084
Closed -$201K – 742
2023
Q4 		$201K Buy
+3,084
New +$167K ﹤0.01% 647

Other funds holding AZTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Forum Financial Management's AZTA Position: Q1 2024 in Review

Forum Financial Management sold out of Azenta (AZTA) in Q1 2024, closing a stake of 3,084 shares — an estimated $201K sold.

Forum Financial Management first reported a position in AZTA in Q4 2023 and held it in 1 quarter. The position peaked at $201K in Q4 2023. 328 funds tracked by Wall St. Rank hold AZTA as of Q1 2024.

  • Forum Financial Management reported no remaining Azenta position as of Q1 2024 after selling out during the quarter.
  • Forum Financial Management sold 3,084 Azenta shares in Q1 2024, an estimated $201K.
  • Forum Financial Management first reported a position in Azenta in Q4 2023 and held it in 1 quarter.
  • Forum Financial Management's Azenta position peaked at $201K in Q4 2023.
  • 328 funds tracked by Wall St. Rank held Azenta as of Q1 2024.

Based on Forum Financial Management's 13F filing for Q1 2024, filed 9 May 2024.