IBEX Wealth Advisors’s AstraZeneca AZN Stock Holding History

IBEX 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
2022 Q3	–	Sell	-1,868	Closed	-$247K	–	148
2022 Q2	$247K	Buy	1,868 +107	+6%	+$14K	0.06%	135
2022 Q1	$234K	Buy	+1,761	New	+$211K	0.04%	152
2017 Q1	–	Sell	-96	Closed	-$5K	–	96
2016 Q4	$5K	Buy	+96	New	+$5.45K	﹤0.01%	366

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

IBEX Wealth Advisors's AZN Position: Q3 2022 in Review

IBEX Wealth Advisors sold out of AstraZeneca (AZN) in Q3 2022, closing a stake of 1,868 shares — an estimated $247K sold.

IBEX Wealth Advisors first reported a position in AZN in Q4 2016 and held it in 3 quarters. The position peaked at $247K in Q2 2022. 965 funds tracked by Wall St. Rank hold AZN as of Q3 2022.

IBEX Wealth Advisors reported no remaining AstraZeneca position as of Q3 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 1,868 AstraZeneca shares in Q3 2022, an estimated $247K.
IBEX Wealth Advisors first reported a position in AstraZeneca in Q4 2016 and held it in 3 quarters.
IBEX Wealth Advisors's AstraZeneca position peaked at $247K in Q2 2022.
965 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2022.

Based on IBEX Wealth Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.