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Independent Financial Group’s Azenta AZTA Stock Holding History

Independent Financial Group’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
-2,321
Closed -$238K – 778
2021
Q3 		$238K Buy
+2,321
New +$208K 0.02% 616

Other funds holding AZTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Independent Financial Group's AZTA Position: Q4 2021 in Review

Independent Financial Group sold out of Azenta (AZTA) in Q4 2021, closing a stake of 2,321 shares — an estimated $238K sold.

Independent Financial Group first reported a position in AZTA in Q3 2021 and held it in 1 quarter. The position peaked at $238K in Q3 2021. 401 funds tracked by Wall St. Rank hold AZTA as of Q4 2021.

  • Independent Financial Group reported no remaining Azenta position as of Q4 2021 after selling out during the quarter.
  • Independent Financial Group sold 2,321 Azenta shares in Q4 2021, an estimated $238K.
  • Independent Financial Group first reported a position in Azenta in Q3 2021 and held it in 1 quarter.
  • Independent Financial Group's Azenta position peaked at $238K in Q3 2021.
  • 401 funds tracked by Wall St. Rank held Azenta as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.