Cascade Investment Advisors’s AstraZeneca AZN Stock Holding History

Cascade Investment 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
2023 Q2	–	Sell	-250	Closed	-$34.7K	–	118
2023 Q1	$34.7K	Buy	+250	New	+$33.6K	0.03%	161
2022 Q3	–	Sell	-250	Closed	-$33K	–	112
2022 Q2	$33K	Hold	250	–	–	0.03%	170
2022 Q1	$33.2K	Hold	250	–	–	0.02%	186
2021 Q4	$29.1K	Hold	250	–	–	0.02%	193
2021 Q3	$30K	Hold	250	–	–	0.02%	186
2021 Q2	$29.9K	Sell	250 -50	-17%	-$5.49K	0.02%	189
2021 Q1	$29.8K	Hold	300	–	–	0.02%	184
2020 Q4	$30K	Hold	300	–	–	0.02%	182
2020 Q3	$32.9K	Hold	300	–	–	0.03%	171
2020 Q2	$31.7K	Hold	300	–	–	0.03%	165
2020 Q1	$26.8K	Hold	300	–	–	0.03%	165
2019 Q4	$29.9K	Hold	300	–	–	0.02%	173
2019 Q3	$26.7K	Sell	300 -89	-23%	-$7.72K	0.02%	178
2019 Q2	$32.1K	Hold	389	–	–	0.03%	166
2019 Q1	$31.5K	Hold	389	–	–	0.03%	153
2018 Q4	$29.5K	Hold	389	–	–	0.03%	154
2018 Q3	$30.8K	Hold	389	–	–	0.03%	150
2018 Q2	$27.3K	Hold	389	–	–	0.02%	156
2018 Q1	$27.2K	Hold	389	–	–	0.02%	150
2017 Q4	$27K	Buy	+389	New	+$26.2K	0.02%	148

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cascade Investment Advisors's AZN Position: Q2 2023 in Review

Cascade Investment Advisors sold out of AstraZeneca (AZN) in Q2 2023, closing a stake of 250 shares — an estimated $34.7K sold.

Cascade Investment Advisors first reported a position in AZN in Q4 2017 and held it in 20 quarters. The position peaked at $34.7K in Q1 2023. 1,090 funds tracked by Wall St. Rank hold AZN as of Q2 2023.

Cascade Investment Advisors reported no remaining AstraZeneca position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 250 AstraZeneca shares in Q2 2023, an estimated $34.7K.
Cascade Investment Advisors first reported a position in AstraZeneca in Q4 2017 and held it in 20 quarters.
Cascade Investment Advisors's AstraZeneca position peaked at $34.7K in Q1 2023.
1,090 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.