Core Wealth Advisors (Florida)’s AstraZeneca AZN Stock Holding History

Core Wealth Advisors (Florida)’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
2021 Q4	–	Sell	-5,876	Closed	-$706K	–	209
2021 Q3	$706K	Buy	+5,876	New	+$684K	0.47%	25
2020 Q1	–	Sell	-10	Closed	-$1K	–	152
2019 Q4	$1K	Buy	+10	New	+$941	﹤0.01%	124

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

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

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

Norges Bank Oslo, Norway $1T AUM

Core Wealth Advisors (Florida)'s AZN Position: Q4 2021 in Review

Core Wealth Advisors (Florida) sold out of AstraZeneca (AZN) in Q4 2021, closing a stake of 5,876 shares — an estimated $706K sold.

Core Wealth Advisors (Florida) first reported a position in AZN in Q4 2019 and held it in 2 quarters. The position peaked at $706K in Q3 2021. 950 funds tracked by Wall St. Rank hold AZN as of Q4 2021.

Core Wealth Advisors (Florida) reported no remaining AstraZeneca position as of Q4 2021 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 5,876 AstraZeneca shares in Q4 2021, an estimated $706K.
Core Wealth Advisors (Florida) first reported a position in AstraZeneca in Q4 2019 and held it in 2 quarters.
Core Wealth Advisors (Florida)'s AstraZeneca position peaked at $706K in Q3 2021.
950 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2021.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2021, filed 14 Feb 2022.