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Sowell Financial Services’s Azenta AZTA Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,334
Closed -$126K – 716
2021
Q1 		$126K Sell
1,334
-892
-40% -$71.9K ﹤0.01% 1267
2020
Q4 		$151K Buy
2,226
+450
+25% +$28.1K 0.01% 971
2020
Q3 		$82K Sell
1,776
-496
-22% -$24K ﹤0.01% 1048
2020
Q2 		$101K Hold
2,272
– – 0.01% 966
2020
Q1 		$69K Buy
2,272
+2,229
+5,184% +$81.1K 0.01% 942
2019
Q4 		$2K Hold
43
– – ﹤0.01% 2158
2019
Q3 		$2K Buy
+43
New +$1.56K ﹤0.01% 2038

Other funds holding AZTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sowell Financial Services's AZTA Position: Q2 2021 in Review

Sowell Financial Services sold out of Azenta (AZTA) in Q2 2021, closing a stake of 1,334 shares — an estimated $126K sold.

Sowell Financial Services first reported a position in AZTA in Q3 2019 and held it in 7 quarters. The position peaked at $151K in Q4 2020. 384 funds tracked by Wall St. Rank hold AZTA as of Q2 2021.

  • Sowell Financial Services reported no remaining Azenta position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,334 Azenta shares in Q2 2021, an estimated $126K.
  • Sowell Financial Services first reported a position in Azenta in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Azenta position peaked at $151K in Q4 2020.
  • 384 funds tracked by Wall St. Rank held Azenta as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.