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Realta Investment Advisors’s Azenta AZTA Stock Holding History

Realta 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
2020
Q1 		– Sell
-500
Closed -$22K – 384
2019
Q4 		$22K Hold
500
– – 0.01% 889
2019
Q3 		$19K Hold
500
– – 0.01% 930
2019
Q2 		$19K Hold
500
– – 0.01% 947
2019
Q1 		$15K Buy
+500
New +$15K 0.01% 820

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
State Street
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

Realta Investment Advisors's AZTA Position: Q1 2020 in Review

Realta Investment Advisors sold out of Azenta (AZTA) in Q1 2020, closing a stake of 500 shares — an estimated $22K sold.

Realta Investment Advisors first reported a position in AZTA in Q1 2019 and held it in 4 quarters. The position peaked at $22K in Q4 2019. 251 funds tracked by Wall St. Rank hold AZTA as of Q1 2020.

  • Realta Investment Advisors reported no remaining Azenta position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 500 Azenta shares in Q1 2020, an estimated $22K.
  • Realta Investment Advisors first reported a position in Azenta in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Azenta position peaked at $22K in Q4 2019.
  • 251 funds tracked by Wall St. Rank held Azenta as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.