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American Institute for Advanced Investment Management’s AstraZeneca AZN Stock Holding History

American Institute for Advanced Investment 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
2021
Q1 		– Sell
-2,408
Closed -$241K – 113
2020
Q4 		$241K Hold
2,408
– – 0.19% 93
2020
Q3 		$264K Buy
+2,408
New +$268K 0.24% 83

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Wellington Management Group
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Institute for Advanced Investment Management's AZN Position: Q1 2021 in Review

American Institute for Advanced Investment Management sold out of AstraZeneca (AZN) in Q1 2021, closing a stake of 2,408 shares — an estimated $241K sold.

American Institute for Advanced Investment Management first reported a position in AZN in Q3 2020 and held it in 2 quarters. The position peaked at $264K in Q3 2020. 756 funds tracked by Wall St. Rank hold AZN as of Q1 2021.

  • American Institute for Advanced Investment Management reported no remaining AstraZeneca position as of Q1 2021 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 2,408 AstraZeneca shares in Q1 2021, an estimated $241K.
  • American Institute for Advanced Investment Management first reported a position in AstraZeneca in Q3 2020 and held it in 2 quarters.
  • American Institute for Advanced Investment Management's AstraZeneca position peaked at $264K in Q3 2020.
  • 756 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2021.

Based on American Institute for Advanced Investment Management's 13F filing for Q1 2021, filed 18 May 2021.