High Net Worth Advisory Group’s AstraZeneca AZN Stock Holding History

High Net Worth 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
2023 Q1	–	Sell	-657	Closed	-$89.1K	–	224
2022 Q4	$89.1K	Sell	657 -1,144	-64%	-$143K	0.03%	252
2022 Q3	$198K	Buy	1,801 +4	+0.2%	+$507	0.08%	183
2022 Q2	$237K	Buy	1,797 +1,000	+125%	+$131K	0.1%	166
2022 Q1	$106K	Hold	797	–	–	0.04%	242
2021 Q4	$93K	Buy	+797	New	+$93.8K	0.03%	265

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

High Net Worth Advisory Group's AZN Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of AstraZeneca (AZN) in Q1 2023, closing a stake of 657 shares — an estimated $89.1K sold.

High Net Worth Advisory Group first reported a position in AZN in Q4 2021 and held it in 5 quarters. The position peaked at $237K in Q2 2022. 1,054 funds tracked by Wall St. Rank hold AZN as of Q1 2023.

High Net Worth Advisory Group reported no remaining AstraZeneca position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 657 AstraZeneca shares in Q1 2023, an estimated $89.1K.
High Net Worth Advisory Group first reported a position in AstraZeneca in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's AstraZeneca position peaked at $237K in Q2 2022.
1,054 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.