DWM
AZN icon

Destination Wealth Management’s AstraZeneca AZN Stock Holding History

Destination Wealth Management’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
2019
Q3 		– Sell
-600
Closed -$50K – 169
2019
Q2 		$50K Hold
600
– – ﹤0.01% 274
2019
Q1 		$49K Sell
600
-131
-18% -$10.3K ﹤0.01% 264
2018
Q4 		$56K Buy
731
+131
+22% +$10.2K ﹤0.01% 241
2018
Q3 		$47K Buy
600
+400
+200% +$30.3K ﹤0.01% 295
2018
Q2 		$14K Buy
+200
New +$14.4K ﹤0.01% 365

Other funds holding AZN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Destination Wealth Management's AZN Position: Q3 2019 in Review

Destination Wealth Management sold out of AstraZeneca (AZN) in Q3 2019, closing a stake of 600 shares — an estimated $50K sold.

Destination Wealth Management first reported a position in AZN in Q2 2018 and held it in 5 quarters. The position peaked at $56K in Q4 2018. 555 funds tracked by Wall St. Rank hold AZN as of Q3 2019.

  • Destination Wealth Management reported no remaining AstraZeneca position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 600 AstraZeneca shares in Q3 2019, an estimated $50K.
  • Destination Wealth Management first reported a position in AstraZeneca in Q2 2018 and held it in 5 quarters.
  • Destination Wealth Management's AstraZeneca position peaked at $56K in Q4 2018.
  • 555 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.