First Personal Financial Services’s AstraZeneca AZN Stock Holding History

First Personal Financial Services’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
2022 Q4	–	Sell	-1	Closed	–	–	395
2022 Q3	$0	Hold	1	–	–	﹤0.01%	427
2022 Q2	$0	Hold	1	–	–	﹤0.01%	327
2022 Q1	$0	Hold	1	–	–	﹤0.01%	332
2021 Q4	$0	Buy	+1	New	+$118	﹤0.01%	341
2021 Q1	–	Sell	-104	Closed	-$10K	–	304
2020 Q4	$10K	Buy	+104	New	+$11K	﹤0.01%	275
2019 Q3	–	Sell	-583	Closed	-$48K	–	554
2019 Q2	$48K	Sell	583 -43	-7%	-$3.37K	0.01%	285
2019 Q1	$51K	Hold	626	–	–	0.02%	267
2018 Q4	$48K	Buy	626 +16	+3%	+$1.25K	0.02%	259
2018 Q3	$48K	Buy	610 +104	+21%	+$7.87K	0.02%	292
2018 Q2	$35K	Sell	506 -1,283	-72%	-$92.3K	0.01%	325
2018 Q1	$126K	Sell	1,789 -263	-13%	-$18.2K	0.03%	262
2017 Q4	$142K	Buy	2,052 +350	+21%	+$23.6K	0.03%	291
2017 Q3	$115K	Hold	1,702	–	–	0.02%	294
2017 Q2	$116K	Hold	1,702	–	–	0.03%	289
2017 Q1	$106K	Hold	1,702	–	–	0.03%	279
2016 Q4	$93K	Buy	+1,702	New	+$96.6K	0.02%	291
2016 Q2	–	Sell	-58	Closed	-$3K	–	810
2016 Q1	$3K	Buy	+58	New	+$3.48K	﹤0.01%	297
2015 Q4	–	Sell	-9	Closed	-$1K	–	402
2015 Q3	$1K	Sell	9 -8	-47%	-$526	﹤0.01%	425
2015 Q2	$2K	Hold	17	–	–	﹤0.01%	383
2015 Q1	$2K	Hold	17	–	–	﹤0.01%	419
2014 Q4	$1K	Buy	+17	New	+$1.22K	﹤0.01%	399

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

First Personal Financial Services's AZN Position: Q4 2022 in Review

First Personal Financial Services sold out of AstraZeneca (AZN) in Q4 2022, closing a stake of 1 share.

First Personal Financial Services first reported a position in AZN in Q4 2014 and held it in 21 quarters. The position peaked at $142K in Q4 2017. 1,061 funds tracked by Wall St. Rank hold AZN as of Q4 2022.

First Personal Financial Services reported no remaining AstraZeneca position as of Q4 2022 after selling out during the quarter.
First Personal Financial Services sold 1 AstraZeneca share in Q4 2022.
First Personal Financial Services first reported a position in AstraZeneca in Q4 2014 and held it in 21 quarters.
First Personal Financial Services's AstraZeneca position peaked at $142K in Q4 2017.
1,061 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2022.

Based on First Personal Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.