Mount Yale Investment Advisors’s Azenta AZTA Stock Holding History

Mount Yale 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
2022 Q4	–	Sell	-10,084	Closed	-$432K	–	457
2022 Q3	$432K	Buy	10,084 +93	+0.9%	+$5.55K	0.06%	289
2022 Q2	$720K	Sell	9,991 -172	-2%	-$12.9K	0.09%	226
2022 Q1	$842K	Buy	10,163 +2,262	+29%	+$194K	0.09%	220
2021 Q4	$815K	Sell	7,901 -1,608	-17%	-$174K	0.08%	234
2021 Q3	$973K	Buy	9,509 +19	+0.2%	+$1.7K	0.11%	199
2021 Q2	$904K	Buy	+9,490	New	+$920K	0.11%	195

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

JSP

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mount Yale Investment Advisors's AZTA Position: Q4 2022 in Review

Mount Yale Investment Advisors sold out of Azenta (AZTA) in Q4 2022, closing a stake of 10,084 shares — an estimated $432K sold.

Mount Yale Investment Advisors first reported a position in AZTA in Q2 2021 and held it in 6 quarters. The position peaked at $973K in Q3 2021. 351 funds tracked by Wall St. Rank hold AZTA as of Q4 2022.

Mount Yale Investment Advisors reported no remaining Azenta position as of Q4 2022 after selling out during the quarter.
Mount Yale Investment Advisors sold 10,084 Azenta shares in Q4 2022, an estimated $432K.
Mount Yale Investment Advisors first reported a position in Azenta in Q2 2021 and held it in 6 quarters.
Mount Yale Investment Advisors's Azenta position peaked at $973K in Q3 2021.
351 funds tracked by Wall St. Rank held Azenta as of Q4 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.