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Triad Wealth Partners’s Azenta AZTA Stock Holding History

Triad 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
Q3 		– Sell
-20
Closed -$1.05K – 122
2024
Q2 		$1.05K Buy
+20
New +$1.07K ﹤0.01% 869

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

Triad Wealth Partners's AZTA Position: Q3 2024 in Review

Triad Wealth Partners sold out of Azenta (AZTA) in Q3 2024, closing a stake of 20 shares — an estimated $1.05K sold.

Triad Wealth Partners first reported a position in AZTA in Q2 2024 and held it in 1 quarter. The position peaked at $1.05K in Q2 2024. 312 funds tracked by Wall St. Rank hold AZTA as of Q3 2024.

  • Triad Wealth Partners reported no remaining Azenta position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 20 Azenta shares in Q3 2024, an estimated $1.05K.
  • Triad Wealth Partners first reported a position in Azenta in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Azenta position peaked at $1.05K in Q2 2024.
  • 312 funds tracked by Wall St. Rank held Azenta as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.