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Executive Wealth Management’s AstraZeneca AZN Stock Holding History

Executive 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
2019
Q3 		– Sell
-200
Closed -$17K – 184
2019
Q2 		$17K Hold
200
– – ﹤0.01% 492
2019
Q1 		$16K Sell
200
-6
-3% -$473 ﹤0.01% 459
2018
Q4 		$16K Buy
+206
New +$16.1K ﹤0.01% 469

Other funds holding AZN

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Executive Wealth Management's AZN Position: Q3 2019 in Review

Executive Wealth Management sold out of AstraZeneca (AZN) in Q3 2019, closing a stake of 200 shares — an estimated $17K sold.

Executive Wealth Management first reported a position in AZN in Q4 2018 and held it in 3 quarters. The position peaked at $17K in Q2 2019. 555 funds tracked by Wall St. Rank hold AZN as of Q3 2019.

  • Executive Wealth Management reported no remaining AstraZeneca position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 200 AstraZeneca shares in Q3 2019, an estimated $17K.
  • Executive Wealth Management first reported a position in AstraZeneca in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's AstraZeneca position peaked at $17K in Q2 2019.
  • 555 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.