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SYSTM Wealth Solutions’s Azenta AZTA Stock Holding History

SYSTM Wealth Solutions’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
-194
Closed -$10.2K – 138
2024
Q2 		$10.2K Sell
194
-2,357
-92% -$126K ﹤0.01% 478
2024
Q1 		$154K Buy
2,551
+61
+2% +$3.91K 0.02% 426
2023
Q4 		$162K Buy
+2,490
New +$135K 0.02% 406
2023
Q2 		– Sell
-7,234
Closed -$323K – 492
2023
Q1 		$323K Sell
7,234
-84
-1% -$4.16K 0.05% 369
2022
Q4 		$426K Buy
+7,318
New +$374K 0.05% 372

Other funds holding AZTA

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SYSTM Wealth Solutions's AZTA Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Azenta (AZTA) in Q3 2024, closing a stake of 194 shares — an estimated $10.2K sold.

SYSTM Wealth Solutions first reported a position in AZTA in Q4 2022 and held it in 5 quarters. The position peaked at $426K in Q4 2022. 312 funds tracked by Wall St. Rank hold AZTA as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Azenta position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 194 Azenta shares in Q3 2024, an estimated $10.2K.
  • SYSTM Wealth Solutions first reported a position in Azenta in Q4 2022 and held it in 5 quarters.
  • SYSTM Wealth Solutions's Azenta position peaked at $426K in Q4 2022.
  • 312 funds tracked by Wall St. Rank held Azenta as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.