Tradition Wealth Management’s Azenta AZTA Stock Holding History

Tradition 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
2022 Q4	–	Sell	-797	Closed	-$34K	–	1157
2022 Q3	$34K	Buy	797 +686	+618%	+$41K	0.01%	616
2022 Q2	$8K	Hold	111	–	–	﹤0.01%	859
2022 Q1	$9K	Sell	111 -1,001	-90%	-$85.9K	﹤0.01%	916
2021 Q4	$115K	Hold	1,112	–	–	0.01%	378
2021 Q3	$114K	Hold	1,112	–	–	0.02%	353
2021 Q2	$106K	Buy	+1,112	New	+$108K	0.02%	379
2021 Q1	–	Sell	-111	Closed	-$8K	–	811
2020 Q4	$8K	Buy	+111	New	+$6.92K	﹤0.01%	773

Other funds holding AZTA

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

GIM

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

Norges Bank Oslo, Norway $935B AUM

Tradition Wealth Management's AZTA Position: Q4 2022 in Review

Tradition Wealth Management sold out of Azenta (AZTA) in Q4 2022, closing a stake of 797 shares — an estimated $34K sold.

Tradition Wealth Management first reported a position in AZTA in Q4 2020 and held it in 7 quarters. The position peaked at $115K in Q4 2021. 351 funds tracked by Wall St. Rank hold AZTA as of Q4 2022.

Tradition Wealth Management reported no remaining Azenta position as of Q4 2022 after selling out during the quarter.
Tradition Wealth Management sold 797 Azenta shares in Q4 2022, an estimated $34K.
Tradition Wealth Management first reported a position in Azenta in Q4 2020 and held it in 7 quarters.
Tradition Wealth Management's Azenta position peaked at $115K in Q4 2021.
351 funds tracked by Wall St. Rank held Azenta as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.