YorkBridge Wealth Partners’s Azenta AZTA Stock Holding History

YorkBridge 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
2022 Q4	–	Sell	-7,116	Closed	-$305K	–	259
2022 Q3	$305K	Buy	7,116 +3,090	+77%	+$185K	0.08%	193
2022 Q2	$290K	Buy	4,026 +336	+9%	+$25.1K	0.08%	203
2022 Q1	$306K	Buy	3,690 +21	+0.6%	+$1.8K	0.07%	232
2021 Q4	$378K	Sell	3,669 -157	-4%	-$17K	0.08%	202
2021 Q3	$392K	Buy	3,826 +673	+21%	+$60.3K	0.1%	167
2021 Q2	$300K	Buy	+3,153	New	+$306K	0.08%	207

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

YorkBridge Wealth Partners's AZTA Position: Q4 2022 in Review

YorkBridge Wealth Partners sold out of Azenta (AZTA) in Q4 2022, closing a stake of 7,116 shares — an estimated $305K sold.

YorkBridge Wealth Partners first reported a position in AZTA in Q2 2021 and held it in 6 quarters. The position peaked at $392K in Q3 2021. 351 funds tracked by Wall St. Rank hold AZTA as of Q4 2022.

YorkBridge Wealth Partners reported no remaining Azenta position as of Q4 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 7,116 Azenta shares in Q4 2022, an estimated $305K.
YorkBridge Wealth Partners first reported a position in Azenta in Q2 2021 and held it in 6 quarters.
YorkBridge Wealth Partners's Azenta position peaked at $392K in Q3 2021.
351 funds tracked by Wall St. Rank held Azenta as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.