Berman Capital Advisors’s AstraZeneca AZN Stock Holding History

Berman Capital 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 Q3	$134K	Buy	1,124 +200	+22%	+$23.3K	0.02%	363
2021 Q2	$110K	Sell	924 -4	-0.4%	-$439	0.02%	357
2021 Q1	$92K	Buy	928 +74	+9%	+$7.44K	0.02%	329
2020 Q4	$85K	Sell	854 -90	-10%	-$9.53K	0.02%	281
2020 Q3	$102K	Buy	944 +101	+12%	+$11.2K	0.03%	226
2020 Q2	$88K	Buy	843 +411	+95%	+$42.4K	0.02%	236
2020 Q1	$38K	Buy	432 +89	+26%	+$8.38K	0.01%	342
2019 Q4	$34K	Hold	343	–	–	0.01%	400
2019 Q3	$30K	Buy	343 +1	+0.3%	+$87	0.01%	401
2019 Q2	$28K	Buy	342 +63	+23%	+$4.94K	0.01%	421
2019 Q1	$22K	Sell	279 -242	-46%	-$19.1K	0.01%	427
2018 Q4	$38K	Buy	+521	New	+$40.7K	0.01%	283

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's AZN Position: Q3 2021 in Review

Berman Capital Advisors increased its AstraZeneca (AZN) stake by 22% in Q3 2021, buying an estimated $23.3K and bringing the position to 1,124 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #363.

Berman Capital Advisors first reported a position in AZN in Q4 2018 and has held it in 12 quarters since. 906 funds tracked by Wall St. Rank hold AZN as of Q3 2021.

Berman Capital Advisors held 1,124 shares of AstraZeneca worth $134K as of Q3 2021.
Berman Capital Advisors bought 200 AstraZeneca shares in Q3 2021, an estimated $23.3K.
AstraZeneca made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #363 holding.
Berman Capital Advisors first reported a position in AstraZeneca in Q4 2018 and has held it in 12 quarters since.
906 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.