IAG Wealth Partners’s Azenta AZTA Stock Holding History

IAG Wealth Partners’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
2020 Q1	–	Sell	-159	Closed	-$7K	–	423
2019 Q4	$7K	Buy	+159	New	+$6.68K	﹤0.01%	282

Other funds holding AZTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

IAG Wealth Partners's AZTA Position: Q1 2020 in Review

IAG Wealth Partners sold out of Azenta (AZTA) in Q1 2020, closing a stake of 159 shares — an estimated $7K sold.

IAG Wealth Partners first reported a position in AZTA in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 251 funds tracked by Wall St. Rank hold AZTA as of Q1 2020.

IAG Wealth Partners reported no remaining Azenta position as of Q1 2020 after selling out during the quarter.
IAG Wealth Partners sold 159 Azenta shares in Q1 2020, an estimated $7K.
IAG Wealth Partners first reported a position in Azenta in Q4 2019 and held it in 1 quarter.
IAG Wealth Partners's Azenta position peaked at $7K in Q4 2019.
251 funds tracked by Wall St. Rank held Azenta as of Q1 2020.

Based on IAG Wealth Partners's 13F filing for Q1 2020, filed 11 Feb 2021.