Evolution Wealth Advisors’s AstraZeneca AZN Stock Holding History

Evolution Wealth Advisors’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 Q4	–	Sell	-359	Closed	-$43K	–	186
2021 Q3	$43K	Sell	359 -521	-59%	-$60.6K	0.01%	232
2021 Q2	$105K	Buy	880 +7	+0.8%	+$768	0.02%	160
2021 Q1	$87K	Buy	873 +116	+15%	+$11.7K	0.02%	157
2020 Q4	$76K	Sell	757 -3,220	-81%	-$341K	0.02%	151
2020 Q3	$436K	Buy	3,977 +2,431	+157%	+$270K	0.12%	65
2020 Q2	$163K	Buy	1,546 +879	+132%	+$90.8K	0.05%	89
2020 Q1	$60K	Sell	667 -157	-19%	-$14.8K	0.02%	105
2019 Q4	$82K	Buy	824 +715	+656%	+$67.3K	0.02%	122
2019 Q3	$10K	Sell	109 -502	-82%	-$43.5K	﹤0.01%	167
2019 Q2	$50K	Buy	+611	New	+$47.9K	0.02%	84

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evolution Wealth Advisors's AZN Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of AstraZeneca (AZN) in Q4 2021, closing a stake of 359 shares — an estimated $43K sold.

Evolution Wealth Advisors first reported a position in AZN in Q2 2019 and held it in 10 quarters. The position peaked at $436K in Q3 2020. 949 funds tracked by Wall St. Rank hold AZN as of Q4 2021.

Evolution Wealth Advisors reported no remaining AstraZeneca position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 359 AstraZeneca shares in Q4 2021, an estimated $43K.
Evolution Wealth Advisors first reported a position in AstraZeneca in Q2 2019 and held it in 10 quarters.
Evolution Wealth Advisors's AstraZeneca position peaked at $436K in Q3 2020.
949 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.