Avantax Planning Partners’s AstraZeneca AZN Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-317	Closed	-$25K	–	358
2018 Q3	$25K	Buy	+317	New	+$24K	﹤0.01%	643
2018 Q2	–	Sell	-1,514	Closed	-$105K	–	348
2018 Q1	$105K	Buy	+1,514	New	+$105K	0.01%	402

Other funds holding AZN

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

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Avantax Planning Partners's AZN Position: Q4 2018 in Review

Avantax Planning Partners sold out of AstraZeneca (AZN) in Q4 2018, closing a stake of 317 shares — an estimated $25K sold.

Avantax Planning Partners first reported a position in AZN in Q1 2018 and held it in 2 quarters. The position peaked at $105K in Q1 2018. 557 funds tracked by Wall St. Rank hold AZN as of Q4 2018.

Avantax Planning Partners reported no remaining AstraZeneca position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 317 AstraZeneca shares in Q4 2018, an estimated $25K.
Avantax Planning Partners first reported a position in AstraZeneca in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's AstraZeneca position peaked at $105K in Q1 2018.
557 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.