Planned Solutions’s Azenta AZTA Stock Holding History

Planned Solutions’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 Q1	–	Sell	-650	Closed	-$44K	–	87
2020 Q4	$44K	Buy	+650	New	+$40.5K	0.04%	219

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Planned Solutions's AZTA Position: Q1 2021 in Review

Planned Solutions sold out of Azenta (AZTA) in Q1 2021, closing a stake of 650 shares — an estimated $44K sold.

Planned Solutions first reported a position in AZTA in Q4 2020 and held it in 1 quarter. The position peaked at $44K in Q4 2020. 336 funds tracked by Wall St. Rank hold AZTA as of Q1 2021.

Planned Solutions reported no remaining Azenta position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 650 Azenta shares in Q1 2021, an estimated $44K.
Planned Solutions first reported a position in Azenta in Q4 2020 and held it in 1 quarter.
Planned Solutions's Azenta position peaked at $44K in Q4 2020.
336 funds tracked by Wall St. Rank held Azenta as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.