Client 1st Advisory Group’s AstraZeneca AZN Stock Holding History

Client 1st Advisory Group’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
2022 Q1	–	Sell	-2,428	Closed	-$283K	–	82
2021 Q4	$283K	Hold	2,428	–	–	0.14%	63
2021 Q3	$292K	Hold	2,428	–	–	0.15%	56
2021 Q2	$291K	Sell	2,428 -422	-15%	-$46.3K	0.15%	54
2021 Q1	$283K	Hold	2,850	–	–	0.16%	50
2020 Q4	$293K	Hold	2,850	–	–	0.19%	42
2020 Q3	$331K	Hold	2,850	–	–	0.23%	38
2020 Q2	$322K	Hold	2,850	–	–	0.27%	39
2020 Q1	$255K	Sell	2,850 -950	-25%	-$89.4K	0.27%	45
2019 Q4	$379K	Buy	+3,800	New	+$358K	0.37%	38

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Client 1st Advisory Group's AZN Position: Q1 2022 in Review

Client 1st Advisory Group sold out of AstraZeneca (AZN) in Q1 2022, closing a stake of 2,428 shares — an estimated $283K sold.

Client 1st Advisory Group first reported a position in AZN in Q4 2019 and held it in 9 quarters. The position peaked at $379K in Q4 2019. 982 funds tracked by Wall St. Rank hold AZN as of Q1 2022.

Client 1st Advisory Group reported no remaining AstraZeneca position as of Q1 2022 after selling out during the quarter.
Client 1st Advisory Group sold 2,428 AstraZeneca shares in Q1 2022, an estimated $283K.
Client 1st Advisory Group first reported a position in AstraZeneca in Q4 2019 and held it in 9 quarters.
Client 1st Advisory Group's AstraZeneca position peaked at $379K in Q4 2019.
982 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2022.

Based on Client 1st Advisory Group's 13F filing for Q1 2022, filed 13 May 2022.