United Capital Financial Advisors’s Azenta AZTA Stock Holding History

United Capital Financial 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
2022 Q2	–	Sell	-3,193	Closed	-$265K	–	1128
2022 Q1	$265K	Buy	3,193 +543	+20%	+$46.6K	﹤0.01%	1025
2021 Q4	$273K	Buy	+2,650	New	+$287K	﹤0.01%	1055
2020 Q3	–	Sell	-16,622	Closed	-$735K	–	1159
2020 Q2	$735K	Sell	16,622 -4,439	-21%	-$170K	0.01%	748
2020 Q1	$642K	Sell	21,061 -4,150	-16%	-$151K	0.01%	738
2019 Q4	$1.06M	Sell	25,211 -42,048	-63%	-$1.77M	0.01%	760
2019 Q3	$2.49M	Buy	67,259 +42,348	+170%	+$1.53M	0.02%	545
2019 Q2	$965K	Sell	24,911 -2,116	-8%	-$75.9K	0.01%	824
2019 Q1	$793K	Sell	27,027 -783	-3%	-$23.6K	0.01%	839
2018 Q4	$728K	Buy	27,810 +1,623	+6%	+$47.4K	0.01%	793
2018 Q3	$917K	Buy	26,187 +3,781	+17%	+$124K	0.01%	806
2018 Q2	$731K	Sell	22,406 -3,256	-13%	-$97K	0.01%	842
2018 Q1	$695K	Buy	+25,662	New	+$698K	0.01%	870

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JSP

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

United Capital Financial Advisors's AZTA Position: Q2 2022 in Review

United Capital Financial Advisors sold out of Azenta (AZTA) in Q2 2022, closing a stake of 3,193 shares — an estimated $265K sold.

United Capital Financial Advisors first reported a position in AZTA in Q1 2018 and held it in 12 quarters. The position peaked at $2.49M in Q3 2019. 372 funds tracked by Wall St. Rank hold AZTA as of Q2 2022.

United Capital Financial Advisors reported no remaining Azenta position as of Q2 2022 after selling out during the quarter.
United Capital Financial Advisors sold 3,193 Azenta shares in Q2 2022, an estimated $265K.
United Capital Financial Advisors first reported a position in Azenta in Q1 2018 and held it in 12 quarters.
United Capital Financial Advisors's Azenta position peaked at $2.49M in Q3 2019.
372 funds tracked by Wall St. Rank held Azenta as of Q2 2022.

Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.