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Northwest Financial Advisors’s Azenta AZTA Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-700
Closed -$33.9K – 145
2024
Q3 		$33.9K Buy
+700
New +$36.4K 0.03% 266
2024
Q1 		– Sell
-700
Closed -$45.6K – 126
2023
Q4 		$45.6K Buy
+700
New +$38K 0.04% 218

Other funds holding AZTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

Northwest Financial Advisors's AZTA Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Azenta (AZTA) in Q4 2024, closing a stake of 700 shares — an estimated $33.9K sold.

Northwest Financial Advisors first reported a position in AZTA in Q4 2023 and held it in 2 quarters. The position peaked at $45.6K in Q4 2023. 310 funds tracked by Wall St. Rank hold AZTA as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Azenta position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 700 Azenta shares in Q4 2024, an estimated $33.9K.
  • Northwest Financial Advisors first reported a position in Azenta in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Azenta position peaked at $45.6K in Q4 2023.
  • 310 funds tracked by Wall St. Rank held Azenta as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.