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Essex Private Wealth Management’s AstraZeneca AZN Stock Holding History

Essex Private 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
2020
Q4 		– Sell
-1,983
Closed -$217K – 67
2020
Q3 		$217K Buy
1,983
+54
+3% +$6.01K 0.22% 59
2020
Q2 		$204K Buy
+1,929
New +$199K 0.24% 56

Other funds holding AZN

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Essex Private Wealth Management's AZN Position: Q4 2020 in Review

Essex Private Wealth Management sold out of AstraZeneca (AZN) in Q4 2020, closing a stake of 1,983 shares — an estimated $217K sold.

Essex Private Wealth Management first reported a position in AZN in Q2 2020 and held it in 2 quarters. The position peaked at $217K in Q3 2020. 786 funds tracked by Wall St. Rank hold AZN as of Q4 2020.

  • Essex Private Wealth Management reported no remaining AstraZeneca position as of Q4 2020 after selling out during the quarter.
  • Essex Private Wealth Management sold 1,983 AstraZeneca shares in Q4 2020, an estimated $217K.
  • Essex Private Wealth Management first reported a position in AstraZeneca in Q2 2020 and held it in 2 quarters.
  • Essex Private Wealth Management's AstraZeneca position peaked at $217K in Q3 2020.
  • 786 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2020.

Based on Essex Private Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.