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Gerber Kawasaki Wealth & Investment Management’s Azenta AZTA Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-353
Closed -$36K – 347
2021
Q3 		$36K Sell
353
-2,776
-89% -$249K ﹤0.01% 366
2021
Q2 		$298K Buy
+3,129
New +$303K 0.03% 193

Other funds holding AZTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's AZTA Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Azenta (AZTA) in Q4 2021, closing a stake of 353 shares — an estimated $36K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in AZTA in Q2 2021 and held it in 2 quarters. The position peaked at $298K in Q2 2021. 401 funds tracked by Wall St. Rank hold AZTA as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Azenta position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 353 Azenta shares in Q4 2021, an estimated $36K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Azenta in Q2 2021 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Azenta position peaked at $298K in Q2 2021.
  • 401 funds tracked by Wall St. Rank held Azenta as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.