Covestor’s AstraZeneca AZN Stock Holding History

Covestor’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 Q3	–	Sell	-81	Closed	-$10.3K	–	1977
2022 Q2	$11K	Buy	81 +3	+4%	+$394	0.01%	1167
2022 Q1	$10K	Buy	+78	New	+$9.35K	0.01%	1301

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Covestor's AZN Position: Q3 2022 in Review

Covestor sold out of AstraZeneca (AZN) in Q3 2022, closing a stake of 81 shares — an estimated $10.3K sold.

Covestor first reported a position in AZN in Q1 2022 and held it in 2 quarters. The position peaked at $11K in Q2 2022. 965 funds tracked by Wall St. Rank hold AZN as of Q3 2022.

Covestor reported no remaining AstraZeneca position as of Q3 2022 after selling out during the quarter.
Covestor sold 81 AstraZeneca shares in Q3 2022, an estimated $10.3K.
Covestor first reported a position in AstraZeneca in Q1 2022 and held it in 2 quarters.
Covestor's AstraZeneca position peaked at $11K in Q2 2022.
965 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2022.

Based on Covestor's 13F filing for Q3 2022, filed 14 Nov 2022.