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Harvest Group Wealth Management’s Azenta AZTA Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-7
Closed – – 96
2020
Q4 		$0 Hold
7
– – ﹤0.01% 647
2020
Q3 		$0 Hold
7
– – ﹤0.01% 591
2020
Q2 		$0 Hold
7
– – ﹤0.01% 497
2020
Q1 		$0 Sell
7
-54
-89% -$1.97K ﹤0.01% 525
2019
Q4 		$2K Sell
61
-16
-21% -$672 ﹤0.01% 571
2019
Q3 		$3K Buy
77
+16
+26% +$580 ﹤0.01% 531
2019
Q2 		$2K Hold
61
– – ﹤0.01% 509
2019
Q1 		$2K Buy
+61
New +$1.83K ﹤0.01% 586

Other funds holding AZTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Harvest Group Wealth Management's AZTA Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Azenta (AZTA) in Q1 2021, closing a stake of 7 shares.

Harvest Group Wealth Management first reported a position in AZTA in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q3 2019. 336 funds tracked by Wall St. Rank hold AZTA as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Azenta position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 7 Azenta shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Azenta in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Azenta position peaked at $3K in Q3 2019.
  • 336 funds tracked by Wall St. Rank held Azenta as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.