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FSA Wealth Management’s Azenta AZTA Stock Holding History

FSA Wealth 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 		$6.03K Hold
100
– – ﹤0.01% 417
2023
Q4 		$7K Buy
+100
New +$5.43K ﹤0.01% 365

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

FSA Wealth Management's AZTA Position: Q1 2024 in Review

FSA Wealth Management held its Azenta (AZTA) position steady in Q1 2024 at 100 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

FSA Wealth Management first reported a position in AZTA in Q4 2023 and has held it in 2 quarters since. The position peaked at $7K in Q4 2023. 328 funds tracked by Wall St. Rank hold AZTA as of Q1 2024.

  • FSA Wealth Management held 100 shares of Azenta worth $6.03K as of Q1 2024.
  • FSA Wealth Management left its Azenta share count unchanged in Q1 2024.
  • Azenta made up ﹤0.01% of FSA Wealth Management's portfolio in Q1 2024, its #417 holding.
  • FSA Wealth Management first reported a position in Azenta in Q4 2023 and has held it in 2 quarters since.
  • FSA Wealth Management's Azenta position peaked at $7K in Q4 2023.
  • 328 funds tracked by Wall St. Rank held Azenta as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.