Advocacy Wealth Management Services’s AstraZeneca AZN Stock Holding History

Advocacy Wealth Management Services’s Portfolio AZN Stock Details AZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-500	Closed	-$38K	–	131
2018 Q4	$38K	Hold	500	–	–	0.03%	45
2018 Q3	$40K	Hold	500	–	–	0.02%	45
2018 Q2	$35K	Hold	500	–	–	0.02%	51
2018 Q1	$35K	Hold	500	–	–	0.02%	52
2017 Q4	$35K	Sell	500 -400	-44%	-$27K	0.02%	65
2017 Q3	$61K	Hold	900	–	–	0.02%	55
2017 Q2	$61K	Hold	900	–	–	0.02%	65
2017 Q1	$56K	Hold	900	–	–	0.02%	70
2016 Q4	$49K	Hold	900	–	–	0.01%	73
2016 Q3	$59K	Sell	900 -200	-18%	-$13.1K	0.02%	102
2016 Q2	$66K	Sell	1,100 -820	-43%	-$47.6K	0.03%	125
2016 Q1	$108K	Sell	1,920 -1,820	-49%	-$109K	0.07%	125
2015 Q4	$254K	Buy	+3,740	New	+$245K	0.29%	74
2013 Q3	$270K	Buy	5,206 +347	+7%	+$17.4K	0.74%	30
2013 Q2	$230K	Buy	+4,859	New	+$247K	0.92%	31

Other funds holding AZN

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Advocacy Wealth Management Services's AZN Position: Q1 2019 in Review

Advocacy Wealth Management Services sold out of AstraZeneca (AZN) in Q1 2019, closing a stake of 500 shares — an estimated $38K sold.

Advocacy Wealth Management Services first reported a position in AZN in Q2 2013 and held it in 15 quarters. The position peaked at $270K in Q3 2013. 561 funds tracked by Wall St. Rank hold AZN as of Q1 2019.

Advocacy Wealth Management Services reported no remaining AstraZeneca position as of Q1 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 500 AstraZeneca shares in Q1 2019, an estimated $38K.
Advocacy Wealth Management Services first reported a position in AstraZeneca in Q2 2013 and held it in 15 quarters.
Advocacy Wealth Management Services's AstraZeneca position peaked at $270K in Q3 2013.
561 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2019, filed 2 Apr 2019.