Next Financial Group’s Azenta AZTA Stock Holding History

Next Financial Group’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
2021 Q4	$496K	Buy	4,808 +1,795	+60%	+$195K	0.03%	548
2021 Q3	$308K	Buy	3,013 +13	+0.4%	+$1.17K	0.02%	648
2021 Q2	$286K	Buy	3,000 +2,609	+667%	+$253K	0.02%	703
2021 Q1	$32K	Buy	+391	New	+$31.5K	﹤0.01%	1458
2019 Q1	–	Sell	-121	Closed	-$3K	–	1651
2018 Q4	$3K	Buy	+121	New	+$3.54K	﹤0.01%	1651

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

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

DDC

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's AZTA Position: Q4 2021 in Review

Next Financial Group increased its Azenta (AZTA) stake by 60% in Q4 2021, buying an estimated $195K and bringing the position to 4,808 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #548.

Next Financial Group first reported a position in AZTA in Q4 2018 and has held it in 5 quarters since. 401 funds tracked by Wall St. Rank hold AZTA as of Q4 2021.

Next Financial Group held 4,808 shares of Azenta worth $496K as of Q4 2021.
Next Financial Group bought 1,795 Azenta shares in Q4 2021, an estimated $195K.
Azenta made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #548 holding.
Next Financial Group first reported a position in Azenta in Q4 2018 and has held it in 5 quarters since.
401 funds tracked by Wall St. Rank held Azenta as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.