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Investmark Advisory Group’s AstraZeneca AZN Stock Holding History

Investmark 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
2022
Q1 		– Sell
-491
Closed -$57K – 109
2021
Q4 		$57K Buy
+491
New +$57.8K 0.05% 153

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Investmark Advisory Group's AZN Position: Q1 2022 in Review

Investmark Advisory Group sold out of AstraZeneca (AZN) in Q1 2022, closing a stake of 491 shares — an estimated $57K sold.

Investmark Advisory Group first reported a position in AZN in Q4 2021 and held it in 1 quarter. The position peaked at $57K in Q4 2021. 982 funds tracked by Wall St. Rank hold AZN as of Q1 2022.

  • Investmark Advisory Group reported no remaining AstraZeneca position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 491 AstraZeneca shares in Q1 2022, an estimated $57K.
  • Investmark Advisory Group first reported a position in AstraZeneca in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's AstraZeneca position peaked at $57K in Q4 2021.
  • 982 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.