West Coast Financial’s Azenta AZTA Stock Holding History

West Coast Financial’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
2023 Q4	–	Sell	-42,357	Closed	-$2.13M	–	159
2023 Q3	$2.13M	Sell	42,357 -1,217	-3%	-$61.2K	0.32%	68
2023 Q2	$2.03M	Buy	43,574 +414	+1%	+$18.1K	0.29%	71
2023 Q1	$1.93M	Buy	43,160 +188	+0.4%	+$9.31K	0.29%	68
2022 Q4	$2.5M	Sell	42,972 -1,020	-2%	-$52.2K	0.42%	59
2022 Q3	$1.89M	Buy	43,992 +138	+0.3%	+$8.24K	0.35%	61
2022 Q2	$3.16M	Buy	+43,854	New	+$3.28M	0.56%	48

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

PCM

Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

West Coast Financial's AZTA Position: Q4 2023 in Review

West Coast Financial sold out of Azenta (AZTA) in Q4 2023, closing a stake of 42,357 shares — an estimated $2.13M sold.

West Coast Financial first reported a position in AZTA in Q2 2022 and held it in 6 quarters. The position peaked at $3.16M in Q2 2022. 318 funds tracked by Wall St. Rank hold AZTA as of Q4 2023.

West Coast Financial reported no remaining Azenta position as of Q4 2023 after selling out during the quarter.
West Coast Financial sold 42,357 Azenta shares in Q4 2023, an estimated $2.13M.
West Coast Financial first reported a position in Azenta in Q2 2022 and held it in 6 quarters.
West Coast Financial's Azenta position peaked at $3.16M in Q2 2022.
318 funds tracked by Wall St. Rank held Azenta as of Q4 2023.

Based on West Coast Financial's 13F filing for Q4 2023, filed 11 Jan 2024.