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Steward Financial Group’s Azenta AZTA Stock Holding History

Steward Financial Group’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
2023
Q3 		$3K Buy
+67
New +$3.37K ﹤0.01% 797
2022
Q3 		– Sell
-16
Closed -$1K – 175
2022
Q2 		$1K Buy
+16
New +$1.2K ﹤0.01% 661

Other funds holding AZTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Steward Financial Group's AZTA Position: Q3 2023 in Review

Steward Financial Group opened a new position in Azenta (AZTA) in Q3 2023: 67 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #797 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AZTA as recently as Q2 2022.

Steward Financial Group first reported a position in AZTA in Q2 2022 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold AZTA as of Q3 2023.

  • Steward Financial Group held 67 shares of Azenta worth $3K as of Q3 2023.
  • Azenta was a new Steward Financial Group position in Q3 2023.
  • Azenta made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #797 holding.
  • Steward Financial Group first reported a position in Azenta in Q2 2022 and has held it in 2 quarters since.
  • 308 funds tracked by Wall St. Rank held Azenta as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.