Amplius Wealth Advisors’s AstraZeneca AZN Stock Holding History

Amplius Wealth Advisors’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 Q4	–	Sell	-4,599	Closed	-$504K	–	167
2022 Q3	$504K	Sell	4,599 -75	-2%	-$9.52K	0.09%	84
2022 Q2	$617K	Sell	4,674 -222	-5%	-$29.1K	0.1%	79
2022 Q1	$649K	Sell	4,896 -152	-3%	-$18.2K	0.1%	85
2021 Q4	$588K	Buy	+5,048	New	+$594K	0.08%	96

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amplius Wealth Advisors's AZN Position: Q4 2022 in Review

Amplius Wealth Advisors sold out of AstraZeneca (AZN) in Q4 2022, closing a stake of 4,599 shares — an estimated $504K sold.

Amplius Wealth Advisors first reported a position in AZN in Q4 2021 and held it in 4 quarters. The position peaked at $649K in Q1 2022. 1,061 funds tracked by Wall St. Rank hold AZN as of Q4 2022.

Amplius Wealth Advisors reported no remaining AstraZeneca position as of Q4 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 4,599 AstraZeneca shares in Q4 2022, an estimated $504K.
Amplius Wealth Advisors first reported a position in AstraZeneca in Q4 2021 and held it in 4 quarters.
Amplius Wealth Advisors's AstraZeneca position peaked at $649K in Q1 2022.
1,061 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2022.

Based on Amplius Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.