Gupta Wealth Management’s AstraZeneca AZN Stock Holding History

Gupta Wealth 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
2016 Q1	$176K	Sell	3,126 -389	-11%	-$23.4K	0.04%	261
2015 Q4	$239K	Sell	3,515 -937	-21%	-$61.4K	0.06%	226
2015 Q3	$283K	Buy	4,452 +44	+1%	+$2.9K	0.07%	192
2015 Q2	$281K	Buy	4,408 +361	+9%	+$24.7K	0.07%	208
2015 Q1	$277K	Buy	+4,047	New	+$281K	0.08%	184

Other funds holding AZN

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Gupta Wealth Management's AZN Position: Q1 2016 in Review

Gupta Wealth Management reduced its AstraZeneca (AZN) stake by 11% in Q1 2016, selling an estimated $23.4K and leaving 3,126 shares worth $176K. The position accounts for 0.04% of the portfolio, ranked #261.

Gupta Wealth Management first reported a position in AZN in Q1 2015 and has held it in 5 quarters since. The position peaked at $283K in Q3 2015. 390 funds tracked by Wall St. Rank hold AZN as of Q1 2016.

Gupta Wealth Management held 3,126 shares of AstraZeneca worth $176K as of Q1 2016.
Gupta Wealth Management sold 389 AstraZeneca shares in Q1 2016, an estimated $23.4K.
AstraZeneca made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #261 holding.
Gupta Wealth Management first reported a position in AstraZeneca in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's AstraZeneca position peaked at $283K in Q3 2015.
390 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.