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TFO Wealth Partners’s Azenta AZTA Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-4
Closed -$261 – 808
2023
Q4 		$261 Hold
4
– – ﹤0.01% 560
2023
Q3 		$187 Buy
+4
New +$201 ﹤0.01% 829
2023
Q1 		– Sell
-20
Closed -$1.44K – 830
2022
Q4 		$1.44K Buy
+20
New +$1.02K ﹤0.01% 299

Other funds holding AZTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

TFO Wealth Partners's AZTA Position: Q1 2024 in Review

TFO Wealth Partners sold out of Azenta (AZTA) in Q1 2024, closing a stake of 4 shares — an estimated $261 sold.

TFO Wealth Partners first reported a position in AZTA in Q4 2022 and held it in 3 quarters. The position peaked at $1.44K in Q4 2022. 328 funds tracked by Wall St. Rank hold AZTA as of Q1 2024.

  • TFO Wealth Partners reported no remaining Azenta position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Azenta shares in Q1 2024, an estimated $261.
  • TFO Wealth Partners first reported a position in Azenta in Q4 2022 and held it in 3 quarters.
  • TFO Wealth Partners's Azenta position peaked at $1.44K in Q4 2022.
  • 328 funds tracked by Wall St. Rank held Azenta as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.