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Doyle Wealth Management’s AstraZeneca AZN Stock Holding History

Doyle 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
2022
Q3 		$246K Buy
2,247
+134
+6% +$17K 0.02% 184
2022
Q2 		$279K Sell
2,113
-733
-26% -$96.2K 0.02% 181
2022
Q1 		$378K Sell
2,846
-120
-4% -$14.4K 0.03% 178
2021
Q4 		$345K Sell
2,966
-283
-9% -$33.3K 0.02% 176
2021
Q3 		$390K Sell
3,249
-61
-2% -$7.1K 0.03% 160
2021
Q2 		$397K Sell
3,310
-655
-17% -$71.9K 0.03% 160
2021
Q1 		$394K Sell
3,965
-9,762
-71% -$981K 0.04% 157
2020
Q4 		$1.37M Sell
13,727
-2,071
-13% -$219K 0.14% 84
2020
Q3 		$1.73M Sell
15,798
-1
-0% -$111 0.2% 73
2020
Q2 		$1.67M Buy
15,799
+144
+0.9% +$14.9K 0.22% 62
2020
Q1 		$1.4M Sell
15,655
-1,130
-7% -$106K 0.22% 56
2019
Q4 		$1.67M Buy
16,785
+553
+3% +$52.1K 0.21% 60
2019
Q3 		$1.45M Buy
16,232
+179
+1% +$15.5K 0.2% 60
2019
Q2 		$1.32M Buy
16,053
+139
+0.9% +$10.9K 0.18% 63
2019
Q1 		$1.2M Buy
15,914
+1,157
+8% +$91.2K 0.17% 70
2018
Q4 		$1.12M Buy
14,757
+1,668
+13% +$130K 0.19% 62
2018
Q3 		$1.04M Buy
13,089
+783
+6% +$59.2K 0.16% 70
2018
Q2 		$864K Buy
+12,306
New +$885K 0.14% 78

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Doyle Wealth Management's AZN Position: Q3 2022 in Review

Doyle Wealth Management increased its AstraZeneca (AZN) stake by 6.3% in Q3 2022, buying an estimated $17K and bringing the position to 2,247 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #184.

Doyle Wealth Management first reported a position in AZN in Q2 2018 and has held it in 18 quarters since. The position peaked at $1.73M in Q3 2020. 966 funds tracked by Wall St. Rank hold AZN as of Q3 2022.

  • Doyle Wealth Management held 2,247 shares of AstraZeneca worth $246K as of Q3 2022.
  • Doyle Wealth Management bought 134 AstraZeneca shares in Q3 2022, an estimated $17K.
  • AstraZeneca made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #184 holding.
  • Doyle Wealth Management first reported a position in AstraZeneca in Q2 2018 and has held it in 18 quarters since.
  • Doyle Wealth Management's AstraZeneca position peaked at $1.73M in Q3 2020.
  • 966 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.