Institutional & Family Asset Management’s Azenta AZTA Stock Holding History

Institutional & Family Asset 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
2024 Q2	$6.16K	Hold	117	–	–	﹤0.01%	474
2024 Q1	$7.05K	Hold	117	–	–	﹤0.01%	456
2023 Q4	$7.62K	Hold	117	–	–	﹤0.01%	424
2023 Q3	$5.87K	Hold	117	–	–	﹤0.01%	443
2023 Q2	$5.46K	Hold	117	–	–	﹤0.01%	468
2023 Q1	$5.22K	Hold	117	–	–	﹤0.01%	469
2022 Q4	$6.81K	Buy	117 +31	+36%	+$1.59K	﹤0.01%	419
2022 Q3	$4K	Sell	86 -37	-30%	-$2.21K	﹤0.01%	503
2022 Q2	$9K	Hold	123	–	–	﹤0.01%	398
2022 Q1	$10K	Hold	123	–	–	﹤0.01%	435
2021 Q4	$13K	Hold	123	–	–	﹤0.01%	410
2021 Q3	$13K	Hold	123	–	–	﹤0.01%	512
2021 Q2	$12K	Hold	123	–	–	﹤0.01%	557
2021 Q1	$10K	Sell	123 -52	-30%	-$4.19K	﹤0.01%	560
2020 Q4	$12K	Sell	175 -72	-29%	-$4.49K	﹤0.01%	501
2020 Q3	$11K	Hold	247	–	–	﹤0.01%	468
2020 Q2	$11K	Sell	247 -36	-13%	-$1.38K	﹤0.01%	470
2020 Q1	$9K	Hold	283	–	–	﹤0.01%	460
2019 Q4	$12K	Hold	283	–	–	﹤0.01%	482
2019 Q3	$10K	Hold	283	–	–	﹤0.01%	472
2019 Q2	$11K	Hold	283	–	–	﹤0.01%	483
2019 Q1	$8K	Buy	283 +25	+10%	+$752	﹤0.01%	532
2018 Q4	$7K	Hold	258	–	–	﹤0.01%	523
2018 Q3	$9K	Hold	258	–	–	﹤0.01%	536
2018 Q2	$8K	Hold	258	–	–	﹤0.01%	553
2018 Q1	$7K	Buy	+258	New	+$7.02K	﹤0.01%	547

Other funds holding AZTA

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Institutional & Family Asset Management's AZTA Position: Q2 2024 in Review

Institutional & Family Asset Management held its Azenta (AZTA) position steady in Q2 2024 at 117 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Institutional & Family Asset Management first reported a position in AZTA in Q1 2018 and has held it in 26 quarters since. The position peaked at $13K in Q4 2021. 321 funds tracked by Wall St. Rank hold AZTA as of Q2 2024.

Institutional & Family Asset Management held 117 shares of Azenta worth $6.16K as of Q2 2024.
Institutional & Family Asset Management left its Azenta share count unchanged in Q2 2024.
Azenta made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #474 holding.
Institutional & Family Asset Management first reported a position in Azenta in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Azenta position peaked at $13K in Q4 2021.
321 funds tracked by Wall St. Rank held Azenta as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.