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Rise Advisors’s Azenta AZTA Stock Holding History

Rise 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
2025
Q1 		– Sell
-218
Closed -$10.9K – 1508
2024
Q4 		$10.9K Hold
218
– – 0.01% 959
2024
Q3 		$10.6K Hold
218
– – 0.01% 995
2024
Q2 		$11.5K Hold
218
– – 0.01% 963
2024
Q1 		$13.1K Buy
+218
New +$14K 0.01% 952

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Rise Advisors's AZTA Position: Q1 2025 in Review

Rise Advisors sold out of Azenta (AZTA) in Q1 2025, closing a stake of 218 shares — an estimated $10.9K sold.

Rise Advisors first reported a position in AZTA in Q1 2024 and held it in 4 quarters. The position peaked at $13.1K in Q1 2024. 293 funds tracked by Wall St. Rank hold AZTA as of Q1 2025.

  • Rise Advisors reported no remaining Azenta position as of Q1 2025 after selling out during the quarter.
  • Rise Advisors sold 218 Azenta shares in Q1 2025, an estimated $10.9K.
  • Rise Advisors first reported a position in Azenta in Q1 2024 and held it in 4 quarters.
  • Rise Advisors's Azenta position peaked at $13.1K in Q1 2024.
  • 293 funds tracked by Wall St. Rank held Azenta as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.