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Genesis Wealth Advisors’s AstraZeneca AZN Stock Holding History

Genesis 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
2015
Q2 		$3.19K Hold
50
– – ﹤0.01% 448
2015
Q1 		$3.44K Hold
50
– – ﹤0.01% 408
2014
Q4 		$3.48K Buy
+50
New +$3.58K ﹤0.01% 436

Other funds holding AZN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Genesis Wealth Advisors's AZN Position: Q2 2015 in Review

Genesis Wealth Advisors held its AstraZeneca (AZN) position steady in Q2 2015 at 50 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Genesis Wealth Advisors first reported a position in AZN in Q4 2014 and has held it in 3 quarters since. The position peaked at $3.48K in Q4 2014. 376 funds tracked by Wall St. Rank hold AZN as of Q2 2015.

  • Genesis Wealth Advisors held 50 shares of AstraZeneca worth $3.19K as of Q2 2015.
  • Genesis Wealth Advisors left its AstraZeneca share count unchanged in Q2 2015.
  • AstraZeneca made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #448 holding.
  • Genesis Wealth Advisors first reported a position in AstraZeneca in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's AstraZeneca position peaked at $3.48K in Q4 2014.
  • 376 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.