Clearview Wealth Advisors’s AstraZeneca AZN Stock Holding History

Clearview 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
2023 Q1	–	Sell	-10	Closed	-$1.36K	–	672
2022 Q4	$1.36K	Buy	+10	New	+$1.25K	﹤0.01%	508
2021 Q1	–	Sell	-500	Closed	-$50K	–	608
2020 Q4	$50K	Buy	+500	New	+$53K	0.03%	195

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

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

Jennison Associates New York $167B AUM 44.17% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearview Wealth Advisors's AZN Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of AstraZeneca (AZN) in Q1 2023, closing a stake of 10 shares — an estimated $1.36K sold.

Clearview Wealth Advisors first reported a position in AZN in Q4 2020 and held it in 2 quarters. The position peaked at $50K in Q4 2020. 1,054 funds tracked by Wall St. Rank hold AZN as of Q1 2023.

Clearview Wealth Advisors reported no remaining AstraZeneca position as of Q1 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 10 AstraZeneca shares in Q1 2023, an estimated $1.36K.
Clearview Wealth Advisors first reported a position in AstraZeneca in Q4 2020 and held it in 2 quarters.
Clearview Wealth Advisors's AstraZeneca position peaked at $50K in Q4 2020.
1,054 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.