Legacy Wealth Asset Management’s Azenta AZTA Stock Holding History

Legacy Wealth 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
2022 Q2	–	Sell	-2,652	Closed	-$220K	–	324
2022 Q1	$220K	Buy	2,652 +6	+0.2%	+$515	0.08%	284
2021 Q4	$273K	Sell	2,646 -74	-3%	-$8.02K	0.09%	272
2021 Q3	$278K	Sell	2,720 -1,233	-31%	-$111K	0.13%	248
2021 Q2	$377K	Buy	3,953 +583	+17%	+$56.5K	0.17%	223
2021 Q1	$275K	Sell	3,370 -2,147	-39%	-$173K	0.13%	252
2020 Q4	$374K	Buy	+5,517	New	+$344K	0.19%	204

Other funds holding AZTA

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

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

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

DDC

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

Legacy Wealth Asset Management's AZTA Position: Q2 2022 in Review

Legacy Wealth Asset Management sold out of Azenta (AZTA) in Q2 2022, closing a stake of 2,652 shares — an estimated $220K sold.

Legacy Wealth Asset Management first reported a position in AZTA in Q4 2020 and held it in 6 quarters. The position peaked at $377K in Q2 2021. 372 funds tracked by Wall St. Rank hold AZTA as of Q2 2022.

Legacy Wealth Asset Management reported no remaining Azenta position as of Q2 2022 after selling out during the quarter.
Legacy Wealth Asset Management sold 2,652 Azenta shares in Q2 2022, an estimated $220K.
Legacy Wealth Asset Management first reported a position in Azenta in Q4 2020 and held it in 6 quarters.
Legacy Wealth Asset Management's Azenta position peaked at $377K in Q2 2021.
372 funds tracked by Wall St. Rank held Azenta as of Q2 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2022, filed 19 Jul 2022.