Artemis Wealth Advisors’s AstraZeneca AZN Stock Holding History

Artemis 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 Q3	–	Sell	-650	Closed	-$85.9K	–	107
2022 Q2	$85.9K	Hold	650	–	–	0.02%	55
2022 Q1	$86.2K	Buy	650 +9	+1%	+$1.08K	0.01%	27
2021 Q4	$74.6K	Hold	641	–	–	0.01%	38
2021 Q3	$76.9K	Buy	641 +5	+0.8%	+$582	0.01%	40
2021 Q2	$76.1K	Hold	636	–	–	0.01%	37
2021 Q1	$63.2K	Buy	636 +12	+2%	+$1.21K	0.01%	42
2020 Q4	$62.3K	Hold	624	–	–	0.01%	38
2020 Q3	$68.3K	Buy	624 +5	+0.8%	+$556	0.02%	35
2020 Q2	$65.4K	Hold	619	–	–	0.02%	22
2020 Q1	$55.2K	Hold	619	–	–	0.02%	21
2019 Q4	$61.7K	Buy	+619	New	+$58.3K	0.02%	32

Other funds holding AZN

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

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Artemis Wealth Advisors's AZN Position: Q3 2022 in Review

Artemis Wealth Advisors sold out of AstraZeneca (AZN) in Q3 2022, closing a stake of 650 shares — an estimated $85.9K sold.

Artemis Wealth Advisors first reported a position in AZN in Q4 2019 and held it in 11 quarters. The position peaked at $86.2K in Q1 2022. 965 funds tracked by Wall St. Rank hold AZN as of Q3 2022.

Artemis Wealth Advisors reported no remaining AstraZeneca position as of Q3 2022 after selling out during the quarter.
Artemis Wealth Advisors sold 650 AstraZeneca shares in Q3 2022, an estimated $85.9K.
Artemis Wealth Advisors first reported a position in AstraZeneca in Q4 2019 and held it in 11 quarters.
Artemis Wealth Advisors's AstraZeneca position peaked at $86.2K in Q1 2022.
965 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2022.

Based on Artemis Wealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.