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Milestone Investment Advisors’s Azenta AZTA Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-36
Closed -$1.81K – 154
2023
Q3 		$1.81K Buy
+36
New +$1.81K ﹤0.01% 391
2023
Q2 		– Sell
-36
Closed -$1.61K – 149
2023
Q1 		$1.61K Buy
+36
New +$1.78K ﹤0.01% 405

Other funds holding AZTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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 $5.01B AUM 6.26% 1-Year Est. Return

Milestone Investment Advisors's AZTA Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Azenta (AZTA) in Q4 2023, closing a stake of 36 shares — an estimated $1.81K sold.

Milestone Investment Advisors first reported a position in AZTA in Q1 2023 and held it in 2 quarters. The position peaked at $1.81K in Q3 2023. 318 funds tracked by Wall St. Rank hold AZTA as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Azenta position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 36 Azenta shares in Q4 2023, an estimated $1.81K.
  • Milestone Investment Advisors first reported a position in Azenta in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Azenta position peaked at $1.81K in Q3 2023.
  • 318 funds tracked by Wall St. Rank held Azenta as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.