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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

William Blair Investment Management

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Dimensional Fund Advisors

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

Janus Henderson Group

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