Fortis Advisors’s AstraZeneca AZN Stock Holding History

Fortis 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
2020 Q2	–	Sell	-225	Closed	-$20K	–	181
2020 Q1	$20K	Hold	225	–	–	0.01%	230
2019 Q4	$22K	Hold	225	–	–	0.01%	243
2019 Q3	$20K	Buy	+225	New	+$19.5K	0.01%	247

Other funds holding AZN

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fortis Advisors's AZN Position: Q2 2020 in Review

Fortis Advisors sold out of AstraZeneca (AZN) in Q2 2020, closing a stake of 225 shares — an estimated $20K sold.

Fortis Advisors first reported a position in AZN in Q3 2019 and held it in 3 quarters. The position peaked at $22K in Q4 2019. 668 funds tracked by Wall St. Rank hold AZN as of Q2 2020.

Fortis Advisors reported no remaining AstraZeneca position as of Q2 2020 after selling out during the quarter.
Fortis Advisors sold 225 AstraZeneca shares in Q2 2020, an estimated $20K.
Fortis Advisors first reported a position in AstraZeneca in Q3 2019 and held it in 3 quarters.
Fortis Advisors's AstraZeneca position peaked at $22K in Q4 2019.
668 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.