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Optimum Investment Advisors’s Azenta AZTA Stock Holding History

Optimum 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
2018
Q2 		– Sell
-2,200
Closed -$60K – 1058
2018
Q1 		$60K Buy
+2,200
New +$59.9K 0.02% 497

Other funds holding AZTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Optimum Investment Advisors's AZTA Position: Q2 2018 in Review

Optimum Investment Advisors sold out of Azenta (AZTA) in Q2 2018, closing a stake of 2,200 shares — an estimated $60K sold.

Optimum Investment Advisors first reported a position in AZTA in Q1 2018 and held it in 1 quarter. The position peaked at $60K in Q1 2018. 229 funds tracked by Wall St. Rank hold AZTA as of Q2 2018.

  • Optimum Investment Advisors reported no remaining Azenta position as of Q2 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,200 Azenta shares in Q2 2018, an estimated $60K.
  • Optimum Investment Advisors first reported a position in Azenta in Q1 2018 and held it in 1 quarter.
  • Optimum Investment Advisors's Azenta position peaked at $60K in Q1 2018.
  • 229 funds tracked by Wall St. Rank held Azenta as of Q2 2018.

Based on Optimum Investment Advisors's 13F filing for Q2 2018, filed 5 Oct 2018.