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Lenox Wealth Advisors’s Azenta AZTA Stock Holding History

Lenox Wealth 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
2020
Q2 		– Sell
-63
Closed -$2K – 599
2020
Q1 		$2K Hold
63
– – ﹤0.01% 559
2019
Q4 		$3K Hold
63
– – ﹤0.01% 529
2019
Q3 		$2K Buy
+63
New +$2.28K ﹤0.01% 487

Other funds holding AZTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Lenox Wealth Advisors's AZTA Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Azenta (AZTA) in Q2 2020, closing a stake of 63 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in AZTA in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 269 funds tracked by Wall St. Rank hold AZTA as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Azenta position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 63 Azenta shares in Q2 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Azenta in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Azenta position peaked at $3K in Q4 2019.
  • 269 funds tracked by Wall St. Rank held Azenta as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.