Spire Wealth Management’s Azenta AZTA Stock Holding History

Spire Wealth Management’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
2024 Q3	–	Sell	-191	Closed	-$10.1K	–	2168
2024 Q2	$10.1K	Hold	191	–	–	﹤0.01%	1631
2024 Q1	$11.5K	Hold	191	–	–	﹤0.01%	1672
2023 Q4	$12.9K	Hold	191	–	–	﹤0.01%	1677
2023 Q3	$9.59K	Hold	191	–	–	﹤0.01%	1746
2023 Q2	$8.92K	Buy	191 +5	+3%	+$219	﹤0.01%	1849
2023 Q1	$8.3K	Sell	186 -57	-23%	-$2.82K	﹤0.01%	1912
2022 Q4	$14K	Buy	243 +50	+26%	+$2.56K	﹤0.01%	1489
2022 Q3	$8K	Buy	193 +49	+34%	+$2.93K	﹤0.01%	1616
2022 Q2	$10K	Hold	144	–	–	﹤0.01%	1903
2022 Q1	$12K	Hold	144	–	–	﹤0.01%	1964
2021 Q4	$15K	Hold	144	–	–	﹤0.01%	2218
2021 Q3	$15K	Hold	144	–	–	﹤0.01%	1952
2021 Q2	$14K	Hold	144	–	–	﹤0.01%	2000
2021 Q1	$12K	Buy	+144	New	+$11.6K	﹤0.01%	2347

Other funds holding AZTA

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

PCM

Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

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

Spire Wealth Management's AZTA Position: Q3 2024 in Review

Spire Wealth Management sold out of Azenta (AZTA) in Q3 2024, closing a stake of 191 shares — an estimated $10.1K sold.

Spire Wealth Management first reported a position in AZTA in Q1 2021 and held it in 14 quarters. The position peaked at $15K in Q4 2021. 312 funds tracked by Wall St. Rank hold AZTA as of Q3 2024.

Spire Wealth Management reported no remaining Azenta position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 191 Azenta shares in Q3 2024, an estimated $10.1K.
Spire Wealth Management first reported a position in Azenta in Q1 2021 and held it in 14 quarters.
Spire Wealth Management's Azenta position peaked at $15K in Q4 2021.
312 funds tracked by Wall St. Rank held Azenta as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.