Clarus Wealth Advisors’s AstraZeneca AZN Stock Holding History

Clarus 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
2019 Q2	–	Sell	-135	Closed	-$11K	–	590
2019 Q1	$11K	Hold	135	–	–	0.01%	504
2018 Q4	$10K	Hold	135	–	–	0.02%	507
2018 Q3	$11K	Sell	135 -51	-27%	-$3.86K	0.01%	522
2018 Q2	$13K	Buy	+186	New	+$13.4K	0.01%	485

Other funds holding AZN

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Clarus Wealth Advisors's AZN Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of AstraZeneca (AZN) in Q2 2019, closing a stake of 135 shares — an estimated $11K sold.

Clarus Wealth Advisors first reported a position in AZN in Q2 2018 and held it in 4 quarters. The position peaked at $13K in Q2 2018. 546 funds tracked by Wall St. Rank hold AZN as of Q2 2019.

Clarus Wealth Advisors reported no remaining AstraZeneca position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 135 AstraZeneca shares in Q2 2019, an estimated $11K.
Clarus Wealth Advisors first reported a position in AstraZeneca in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's AstraZeneca position peaked at $13K in Q2 2018.
546 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.