Atlas Private Wealth Advisors’s AstraZeneca AZN Stock Holding History

Atlas Private 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
2021 Q4	–	Sell	-52	Closed	-$6K	–	198
2021 Q3	$6K	Sell	52 -173	-77%	-$20.1K	﹤0.01%	527
2021 Q2	$27K	Sell	225 -152	-40%	-$16.7K	0.01%	304
2021 Q1	$38K	Buy	377 +203	+117%	+$20.4K	0.02%	263
2020 Q4	$17K	Sell	174 -250	-59%	-$26.5K	0.01%	351
2020 Q3	$46K	Buy	+424	New	+$47.2K	0.04%	210

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Atlas Private Wealth Advisors's AZN Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of AstraZeneca (AZN) in Q4 2021, closing a stake of 52 shares — an estimated $6K sold.

Atlas Private Wealth Advisors first reported a position in AZN in Q3 2020 and held it in 5 quarters. The position peaked at $46K in Q3 2020. 949 funds tracked by Wall St. Rank hold AZN as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining AstraZeneca position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 52 AstraZeneca shares in Q4 2021, an estimated $6K.
Atlas Private Wealth Advisors first reported a position in AstraZeneca in Q3 2020 and held it in 5 quarters.
Atlas Private Wealth Advisors's AstraZeneca position peaked at $46K in Q3 2020.
949 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.