EWM
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Evermay Wealth Management’s AstraZeneca AZN Stock Holding History

Evermay 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
2021
Q3 		– Sell
-200
Closed -$24K – 458
2021
Q2 		$24K Buy
+200
New +$21.9K ﹤0.01% 342

Other funds holding AZN

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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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Evermay Wealth Management's AZN Position: Q3 2021 in Review

Evermay Wealth Management sold out of AstraZeneca (AZN) in Q3 2021, closing a stake of 200 shares — an estimated $24K sold.

Evermay Wealth Management first reported a position in AZN in Q2 2021 and held it in 1 quarter. The position peaked at $24K in Q2 2021. 905 funds tracked by Wall St. Rank hold AZN as of Q3 2021.

  • Evermay Wealth Management reported no remaining AstraZeneca position as of Q3 2021 after selling out during the quarter.
  • Evermay Wealth Management sold 200 AstraZeneca shares in Q3 2021, an estimated $24K.
  • Evermay Wealth Management first reported a position in AstraZeneca in Q2 2021 and held it in 1 quarter.
  • Evermay Wealth Management's AstraZeneca position peaked at $24K in Q2 2021.
  • 905 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2021.

Based on Evermay Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.