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Engrave Wealth Partners’s AstraZeneca AZN Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-1,199
Closed -$126K – 87
2020
Q2 		$126K Hold
1,199
– – 0.11% 64
2020
Q1 		$107K Hold
1,199
– – 0.13% 59
2019
Q4 		$119K Buy
+1,199
New +$113K 0.11% 66

Other funds holding AZN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Engrave Wealth Partners's AZN Position: Q3 2020 in Review

Engrave Wealth Partners sold out of AstraZeneca (AZN) in Q3 2020, closing a stake of 1,199 shares — an estimated $126K sold.

Engrave Wealth Partners first reported a position in AZN in Q4 2019 and held it in 3 quarters. The position peaked at $126K in Q2 2020. 722 funds tracked by Wall St. Rank hold AZN as of Q3 2020.

  • Engrave Wealth Partners reported no remaining AstraZeneca position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 1,199 AstraZeneca shares in Q3 2020, an estimated $126K.
  • Engrave Wealth Partners first reported a position in AstraZeneca in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's AstraZeneca position peaked at $126K in Q2 2020.
  • 722 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.