Altium Wealth Management’s AstraZeneca AZN Stock Holding History

Altium 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
2022 Q2	$1.94M	Buy	14,698 +2,470	+20%	+$324K	0.14%	86
2022 Q1	$1.62M	Buy	12,228 +1,629	+15%	+$195K	0.1%	110
2021 Q4	$1.24M	Buy	10,599 +1,378	+15%	+$162K	0.08%	124
2021 Q3	$1.11M	Buy	9,221 +521	+6%	+$60.6K	0.08%	122
2021 Q2	$1.04M	Buy	8,700 +2,214	+34%	+$243K	0.08%	124
2021 Q1	$645K	Buy	6,486 +2,398	+59%	+$241K	0.05%	175
2020 Q4	$409K	Sell	4,088 -1,189	-23%	-$126K	0.04%	234
2020 Q3	$578K	Buy	5,277 +123	+2%	+$13.7K	0.06%	139
2020 Q2	$545K	Buy	5,154 +1,330	+35%	+$137K	0.06%	144
2020 Q1	$342K	Buy	+3,824	New	+$360K	0.05%	188
2018 Q4	–	Sell	-2,948	Closed	-$233K	–	274
2018 Q3	$233K	Sell	2,948 -712	-19%	-$53.9K	0.04%	250
2018 Q2	$257K	Buy	+3,660	New	+$263K	0.07%	206

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altium Wealth Management's AZN Position: Q2 2022 in Review

Altium Wealth Management increased its AstraZeneca (AZN) stake by 20% in Q2 2022, buying an estimated $324K and bringing the position to 14,698 shares worth $1.94M. The position accounts for 0.14% of the portfolio, ranked #86.

Altium Wealth Management first reported a position in AZN in Q2 2018 and has held it in 12 quarters since. 1,015 funds tracked by Wall St. Rank hold AZN as of Q2 2022.

Altium Wealth Management held 14,698 shares of AstraZeneca worth $1.94M as of Q2 2022.
Altium Wealth Management bought 2,470 AstraZeneca shares in Q2 2022, an estimated $324K.
AstraZeneca made up 0.14% of Altium Wealth Management's portfolio in Q2 2022, its #86 holding.
Altium Wealth Management first reported a position in AstraZeneca in Q2 2018 and has held it in 12 quarters since.
1,015 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.