JOYN Advisors’s Azenta AZTA Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-102	Closed	-$3K	–	232
2018 Q4	$3K	Buy	102 +87	+580%	+$2.54K	﹤0.01%	1372
2018 Q3	$1K	Sell	15 -16	-52%	-$526	﹤0.01%	1565
2018 Q2	$1K	Buy	+31	New	+$923	﹤0.01%	1527

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

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

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JOYN Advisors's AZTA Position: Q1 2019 in Review

JOYN Advisors sold out of Azenta (AZTA) in Q1 2019, closing a stake of 102 shares — an estimated $3K sold.

JOYN Advisors first reported a position in AZTA in Q2 2018 and held it in 3 quarters. The position peaked at $3K in Q4 2018. 242 funds tracked by Wall St. Rank hold AZTA as of Q1 2019.

JOYN Advisors reported no remaining Azenta position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 102 Azenta shares in Q1 2019, an estimated $3K.
JOYN Advisors first reported a position in Azenta in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Azenta position peaked at $3K in Q4 2018.
242 funds tracked by Wall St. Rank held Azenta as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.