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APSP
Asset Planning Services (Pennsylvania)’s
AstraZeneca
AZN
Stock Holding History
Asset Planning Services (Pennsylvania)’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
Q3
–
Sell
-150
Closed
-$11K
–
263
2018
Q2
$11K
Hold
150
–
–
0.01%
195
2018
Q1
$10K
Hold
150
–
–
0.01%
202
2017
Q4
$10K
Hold
150
–
–
0.01%
209
2017
Q3
$10K
Hold
150
–
–
0.01%
231
2017
Q2
$10K
Hold
150
–
–
0.01%
221
2017
Q1
$9K
Sell
150
-2,400
-94%
-$140K
0.01%
225
2016
Q4
$139K
Buy
2,550
+2,200
+629%
+$125K
0.11%
76
2016
Q3
$23K
Sell
350
-200
-36%
-$13.1K
0.02%
155
2016
Q2
$33K
Buy
550
+400
+267%
+$23.2K
0.03%
156
2016
Q1
$8K
Hold
150
–
–
0.01%
202
2015
Q4
$10K
Hold
150
–
–
0.01%
161
2015
Q3
$10K
Hold
150
–
–
0.01%
157
2015
Q2
$10K
Buy
+150
New
+$10.3K
0.01%
178
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$427B AUM
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1-Year Est. Return
EIP
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$16.5B AUM
24.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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