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Clear Perspective Advisors’s AstraZeneca AZN Stock Holding History

Clear Perspective 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
2017
Q4 		– Sell
-38
Closed -$3K – 464
2017
Q3 		$3K Buy
+38
New +$2.4K ﹤0.01% 406

Other funds holding AZN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clear Perspective Advisors's AZN Position: Q4 2017 in Review

Clear Perspective Advisors sold out of AstraZeneca (AZN) in Q4 2017, closing a stake of 38 shares — an estimated $3K sold.

Clear Perspective Advisors first reported a position in AZN in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 503 funds tracked by Wall St. Rank hold AZN as of Q4 2017.

  • Clear Perspective Advisors reported no remaining AstraZeneca position as of Q4 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 38 AstraZeneca shares in Q4 2017, an estimated $3K.
  • Clear Perspective Advisors first reported a position in AstraZeneca in Q3 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's AstraZeneca position peaked at $3K in Q3 2017.
  • 503 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2017.

Based on Clear Perspective Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.