Burt Wealth Advisors’s AstraZeneca AZN Stock Holding History

Burt 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 Q1	–	Sell	-777	Closed	-$78K	–	114
2020 Q4	$78K	Hold	777	–	–	0.03%	149
2020 Q3	$85K	Hold	777	–	–	0.03%	136
2020 Q2	$82K	Hold	777	–	–	0.03%	134
2020 Q1	$69K	Hold	777	–	–	0.03%	140
2019 Q4	$77K	Hold	777	–	–	0.03%	144
2019 Q3	$69K	Hold	777	–	–	0.03%	149
2019 Q2	$64K	Hold	777	–	–	0.03%	150
2019 Q1	$63K	Hold	777	–	–	0.03%	158
2018 Q4	$59K	Hold	777	–	–	0.03%	161
2018 Q3	$61K	Hold	777	–	–	0.03%	173
2018 Q2	$55K	Hold	777	–	–	0.03%	168
2018 Q1	$54K	Hold	777	–	–	0.03%	172
2017 Q4	$54K	Hold	777	–	–	0.03%	174
2017 Q3	$53K	Hold	777	–	–	0.03%	171
2017 Q2	$52K	Hold	777	–	–	0.04%	179
2017 Q1	$48K	Hold	777	–	–	0.03%	169
2016 Q4	$42K	Hold	777	–	–	0.04%	179
2016 Q3	$51K	Hold	777	–	–	0.05%	157
2016 Q2	$46K	Hold	777	–	–	0.05%	159
2016 Q1	$44K	Hold	777	–	–	0.04%	180
2015 Q4	$52K	Hold	777	–	–	0.04%	146
2015 Q3	$49K	Hold	777	–	–	0.06%	136
2015 Q2	$49K	Hold	777	–	–	0.05%	148
2015 Q1	$53K	Hold	777	–	–	0.05%	134
2014 Q4	$55K	Buy	+777	New	+$55.6K	0.06%	133

Other funds holding AZN

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

BlackRock New York $6.73T AUM 46.02% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Burt Wealth Advisors's AZN Position: Q1 2021 in Review

Burt Wealth Advisors sold out of AstraZeneca (AZN) in Q1 2021, closing a stake of 777 shares — an estimated $78K sold.

Burt Wealth Advisors first reported a position in AZN in Q4 2014 and held it in 25 quarters. The position peaked at $85K in Q3 2020. 756 funds tracked by Wall St. Rank hold AZN as of Q1 2021.

Burt Wealth Advisors reported no remaining AstraZeneca position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 777 AstraZeneca shares in Q1 2021, an estimated $78K.
Burt Wealth Advisors first reported a position in AstraZeneca in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's AstraZeneca position peaked at $85K in Q3 2020.
756 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.