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Fortitude Advisory Group’s AstraZeneca AZN Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-354
Closed -$47K – 297
2022
Q1 		$47K Sell
354
-4
-1% -$480 0.03% 553
2021
Q4 		$42K Buy
+358
New +$42.1K 0.02% 594

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fortitude Advisory Group's AZN Position: Q2 2022 in Review

Fortitude Advisory Group sold out of AstraZeneca (AZN) in Q2 2022, closing a stake of 354 shares — an estimated $47K sold.

Fortitude Advisory Group first reported a position in AZN in Q4 2021 and held it in 2 quarters. The position peaked at $47K in Q1 2022. 1,015 funds tracked by Wall St. Rank hold AZN as of Q2 2022.

  • Fortitude Advisory Group reported no remaining AstraZeneca position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 354 AstraZeneca shares in Q2 2022, an estimated $47K.
  • Fortitude Advisory Group first reported a position in AstraZeneca in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's AstraZeneca position peaked at $47K in Q1 2022.
  • 1,015 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.