Aevitas Wealth Management’s AstraZeneca AZN Stock Holding History

Aevitas Wealth Management’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
2018 Q4	–	Sell	-92	Closed	-$7K	–	391
2018 Q3	$7K	Buy	92 +1	+1%	+$76	0.01%	369
2018 Q2	$6K	Hold	91	–	–	0.01%	361
2018 Q1	$6K	Buy	91 +60	+194%	+$4.16K	0.01%	359
2017 Q4	$2K	Buy	+31	New	+$2.09K	﹤0.01%	395

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Aevitas Wealth Management's AZN Position: Q4 2018 in Review

Aevitas Wealth Management sold out of AstraZeneca (AZN) in Q4 2018, closing a stake of 92 shares — an estimated $7K sold.

Aevitas Wealth Management first reported a position in AZN in Q4 2017 and held it in 4 quarters. The position peaked at $7K in Q3 2018. 557 funds tracked by Wall St. Rank hold AZN as of Q4 2018.

Aevitas Wealth Management reported no remaining AstraZeneca position as of Q4 2018 after selling out during the quarter.
Aevitas Wealth Management sold 92 AstraZeneca shares in Q4 2018, an estimated $7K.
Aevitas Wealth Management first reported a position in AstraZeneca in Q4 2017 and held it in 4 quarters.
Aevitas Wealth Management's AstraZeneca position peaked at $7K in Q3 2018.
557 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.