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FSC Wealth Advisors’s Azenta AZTA Stock Holding History

FSC 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
2025
Q1 		– Sell
-37
Closed -$1.85K – 268
2024
Q4 		$1.85K Hold
37
– – ﹤0.01% 264
2024
Q3 		$1.79K Hold
37
– – ﹤0.01% 255
2024
Q2 		$1.95K Buy
+37
New +$1.98K ﹤0.01% 258

Other funds holding AZTA

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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FSC Wealth Advisors's AZTA Position: Q1 2025 in Review

FSC Wealth Advisors sold out of Azenta (AZTA) in Q1 2025, closing a stake of 37 shares — an estimated $1.85K sold.

FSC Wealth Advisors first reported a position in AZTA in Q2 2024 and held it in 3 quarters. The position peaked at $1.95K in Q2 2024. 293 funds tracked by Wall St. Rank hold AZTA as of Q1 2025.

  • FSC Wealth Advisors reported no remaining Azenta position as of Q1 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 37 Azenta shares in Q1 2025, an estimated $1.85K.
  • FSC Wealth Advisors first reported a position in Azenta in Q2 2024 and held it in 3 quarters.
  • FSC Wealth Advisors's Azenta position peaked at $1.95K in Q2 2024.
  • 293 funds tracked by Wall St. Rank held Azenta as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.