DCM Advisors’s AstraZeneca AZN Stock Holding History

DCM 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
2021 Q4	–	Sell	-2,350	Closed	-$282K	–	223
2021 Q3	$282K	Sell	2,350 -125	-5%	-$14.6K	0.11%	193
2021 Q2	$297K	Sell	2,475 -25	-1%	-$2.74K	0.17%	156
2021 Q1	$249K	Buy	+2,500	New	+$251K	0.14%	174

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

DCM Advisors's AZN Position: Q4 2021 in Review

DCM Advisors sold out of AstraZeneca (AZN) in Q4 2021, closing a stake of 2,350 shares — an estimated $282K sold.

DCM Advisors first reported a position in AZN in Q1 2021 and held it in 3 quarters. The position peaked at $297K in Q2 2021. 949 funds tracked by Wall St. Rank hold AZN as of Q4 2021.

DCM Advisors reported no remaining AstraZeneca position as of Q4 2021 after selling out during the quarter.
DCM Advisors sold 2,350 AstraZeneca shares in Q4 2021, an estimated $282K.
DCM Advisors first reported a position in AstraZeneca in Q1 2021 and held it in 3 quarters.
DCM Advisors's AstraZeneca position peaked at $297K in Q2 2021.
949 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2021.

Based on DCM Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.