B. Riley Wealth Management’s AstraZeneca AZN Stock Holding History

B. Riley Wealth Management’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 Q2	$206	Buy	+1,563	New	+$205K	﹤0.01%	647
2021 Q2	–	Sell	-2,094	Closed	-$208K	–	430
2021 Q1	$208K	Sell	2,094 -598	-22%	-$60.1K	0.02%	365
2020 Q4	$269K	Sell	2,692 -501	-16%	-$53.1K	0.03%	280
2020 Q3	$350K	Buy	+3,193	New	+$355K	0.04%	279
2014 Q4	–	Sell	-82	Closed	-$5K	–	1010
2014 Q3	$5K	Hold	82	–	–	﹤0.01%	890
2014 Q2	$6K	Buy	+82	New	+$5.93K	﹤0.01%	905

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Management's AZN Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in AstraZeneca (AZN) in Q2 2022: 1,563 shares worth $206. The stake represents ﹤0.01% of the portfolio and ranks #647 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in AZN as recently as Q1 2021.

B. Riley Wealth Management first reported a position in AZN in Q2 2014 and has held it in 6 quarters since. The position peaked at $350K in Q3 2020. 1,015 funds tracked by Wall St. Rank hold AZN as of Q2 2022.

B. Riley Wealth Management held 1,563 shares of AstraZeneca worth $206 as of Q2 2022.
AstraZeneca was a new B. Riley Wealth Management position in Q2 2022.
AstraZeneca made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #647 holding.
B. Riley Wealth Management first reported a position in AstraZeneca in Q2 2014 and has held it in 6 quarters since.
B. Riley Wealth Management's AstraZeneca position peaked at $350K in Q3 2020.
1,015 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.