Lenox Wealth Management’s Azenta AZTA Stock Holding History

Lenox Wealth 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
2019 Q4	–	Sell	-8,394	Closed	-$310K	–	706
2019 Q3	$310K	Buy	+8,394	New	+$304K	0.09%	109

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

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 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

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

Lenox Wealth Management's AZTA Position: Q4 2019 in Review

Lenox Wealth Management sold out of Azenta (AZTA) in Q4 2019, closing a stake of 8,394 shares — an estimated $310K sold.

Lenox Wealth Management first reported a position in AZTA in Q3 2019 and held it in 1 quarter. The position peaked at $310K in Q3 2019. 293 funds tracked by Wall St. Rank hold AZTA as of Q4 2019.

Lenox Wealth Management reported no remaining Azenta position as of Q4 2019 after selling out during the quarter.
Lenox Wealth Management sold 8,394 Azenta shares in Q4 2019, an estimated $310K.
Lenox Wealth Management first reported a position in Azenta in Q3 2019 and held it in 1 quarter.
Lenox Wealth Management's Azenta position peaked at $310K in Q3 2019.
293 funds tracked by Wall St. Rank held Azenta as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.