Sutton Wealth Advisors’s Azenta AZTA Stock Holding History

Sutton 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
2023 Q1	–	Sell	-18	Closed	-$1.05K	–	879
2022 Q4	$1.05K	Sell	18 -1	-5%	-$51	﹤0.01%	1309
2022 Q3	$814	Buy	19 +7	+58%	+$418	﹤0.01%	1348
2022 Q2	$865	Sell	12 -3	-20%	-$224	﹤0.01%	1323
2022 Q1	$1.24K	Buy	15 +8	+114%	+$687	﹤0.01%	1285
2021 Q4	$722	Buy	+7	New	+$759	﹤0.01%	1420
2021 Q1	–	Sell	-927	Closed	-$62.9K	–	1257
2020 Q4	$62.9K	Hold	927	–	–	0.03%	307
2020 Q3	$42.9K	Hold	927	–	–	0.02%	333
2020 Q2	$41K	Hold	927	–	–	0.02%	345
2020 Q1	$28.3K	Hold	927	–	–	0.02%	383
2019 Q4	$38.9K	Hold	927	–	–	0.02%	380
2019 Q3	$34.3K	Hold	927	–	–	0.02%	407
2019 Q2	$35.9K	Hold	927	–	–	0.02%	400
2019 Q1	$27.2K	Sell	927 -218	-19%	-$6.56K	0.02%	478
2018 Q4	$30K	Buy	1,145 +218	+24%	+$6.37K	0.02%	395
2018 Q3	$32.5K	Hold	927	–	–	0.02%	410
2018 Q2	$30.2K	Hold	927	–	–	0.02%	433
2018 Q1	$25.1K	Hold	927	–	–	0.02%	481
2017 Q4	$22.1K	Hold	927	–	–	0.02%	523
2017 Q3	$28.1K	Buy	927 +509	+122%	+$13.1K	0.02%	422
2017 Q2	$9.07K	Hold	418	–	–	0.01%	765
2017 Q1	$9.36K	Hold	418	–	–	0.01%	728
2016 Q4	$7.13K	Hold	418	–	–	0.01%	774
2016 Q3	$5.69K	Hold	418	–	–	0.01%	793
2016 Q2	$4.69K	Hold	418	–	–	﹤0.01%	789
2016 Q1	$4.35K	Buy	+418	New	+$3.99K	﹤0.01%	779

Other funds holding AZTA

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

GKIM

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

Norges Bank Oslo, Norway $935B AUM

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Sutton Wealth Advisors's AZTA Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Azenta (AZTA) in Q1 2023, closing a stake of 18 shares — an estimated $1.05K sold.

Sutton Wealth Advisors first reported a position in AZTA in Q1 2016 and held it in 25 quarters. The position peaked at $62.9K in Q4 2020. 341 funds tracked by Wall St. Rank hold AZTA as of Q1 2023.

Sutton Wealth Advisors reported no remaining Azenta position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 18 Azenta shares in Q1 2023, an estimated $1.05K.
Sutton Wealth Advisors first reported a position in Azenta in Q1 2016 and held it in 25 quarters.
Sutton Wealth Advisors's Azenta position peaked at $62.9K in Q4 2020.
341 funds tracked by Wall St. Rank held Azenta as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.