Genovese Burford & Brothers Wealth & Retirement Plan Management’s AstraZeneca AZN Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020 Q4	$800K	Buy	+8,000	New	+$847K	0.2%	44
2017 Q1	–	Sell	-178	Closed	-$10K	–	435
2016 Q4	$10K	Hold	178	–	–	﹤0.01%	316
2016 Q3	$11K	Sell	178 -20	-10%	-$1.31K	﹤0.01%	282
2016 Q2	$11K	Buy	198 +178	+890%	+$10.3K	﹤0.01%	265
2016 Q1	$1K	Hold	20	–	–	﹤0.01%	365
2015 Q4	$1K	Buy	+20	New	+$1.31K	﹤0.01%	359

Other funds holding AZN

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

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's AZN Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management opened a new position in AstraZeneca (AZN) in Q4 2020: 8,000 shares worth $800K. The stake represents 0.2% of the portfolio and ranks #44 among its holdings. This is a return to the name: Genovese Burford & Brothers Wealth & Retirement Plan Management previously reported a position in AZN as recently as Q4 2016.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in AZN in Q4 2015 and has held it in 6 quarters since. 786 funds tracked by Wall St. Rank hold AZN as of Q4 2020.

Genovese Burford & Brothers Wealth & Retirement Plan Management held 8,000 shares of AstraZeneca worth $800K as of Q4 2020.
AstraZeneca was a new Genovese Burford & Brothers Wealth & Retirement Plan Management position in Q4 2020.
AstraZeneca made up 0.2% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #44 holding.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in AstraZeneca in Q4 2015 and has held it in 6 quarters since.
786 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.