Ropes Wealth Advisors’s Azenta AZTA Stock Holding History

Ropes Wealth 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 Q4	–	Sell	-636	Closed	-$29K	–	812
2020 Q3	$29K	Buy	+636	New	+$30.8K	0.01%	386

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

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

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

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ropes Wealth Advisors's AZTA Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of Azenta (AZTA) in Q4 2020, closing a stake of 636 shares — an estimated $29K sold.

Ropes Wealth Advisors first reported a position in AZTA in Q3 2020 and held it in 1 quarter. The position peaked at $29K in Q3 2020. 315 funds tracked by Wall St. Rank hold AZTA as of Q4 2020.

Ropes Wealth Advisors reported no remaining Azenta position as of Q4 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 636 Azenta shares in Q4 2020, an estimated $29K.
Ropes Wealth Advisors first reported a position in Azenta in Q3 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Azenta position peaked at $29K in Q3 2020.
315 funds tracked by Wall St. Rank held Azenta as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.