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Wealthspire Advisors (Maryland)’s Azenta AZTA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-167
Closed -$5K – 600
2019
Q1 		$5K Hold
167
– – ﹤0.01% 1800
2018
Q4 		$4K Sell
167
-34
-17% -$993 ﹤0.01% 1786
2018
Q3 		$7K Buy
201
+34
+20% +$1.12K ﹤0.01% 1640
2018
Q2 		$5K Hold
167
– – ﹤0.01% 1769
2018
Q1 		$5K Hold
167
– – ﹤0.01% 1793
2017
Q4 		$4K Buy
167
+137
+457% +$3.89K ﹤0.01% 1881
2017
Q3 		$1K Buy
+30
New +$772 ﹤0.01% 2061

Other funds holding AZTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AZTA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Azenta (AZTA) in Q2 2019, closing a stake of 167 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in AZTA in Q3 2017 and held it in 7 quarters. The position peaked at $7K in Q3 2018. 257 funds tracked by Wall St. Rank hold AZTA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Azenta position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 167 Azenta shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Azenta in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Azenta position peaked at $7K in Q3 2018.
  • 257 funds tracked by Wall St. Rank held Azenta as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.