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IPG Investment Advisors’s AstraZeneca AZN Stock Holding History

IPG Investment 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
Q4 		– Sell
-1,993
Closed -$219K – 145
2022
Q3 		$219K Buy
+1,993
New +$253K 0.06% 112
2020
Q4 		– Sell
-2,695
Closed -$296K – 175
2020
Q3 		$296K Buy
+2,695
New +$300K 0.08% 115

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IPG Investment Advisors's AZN Position: Q4 2022 in Review

IPG Investment Advisors sold out of AstraZeneca (AZN) in Q4 2022, closing a stake of 1,993 shares — an estimated $219K sold.

IPG Investment Advisors first reported a position in AZN in Q3 2020 and held it in 2 quarters. The position peaked at $296K in Q3 2020. 1,061 funds tracked by Wall St. Rank hold AZN as of Q4 2022.

  • IPG Investment Advisors reported no remaining AstraZeneca position as of Q4 2022 after selling out during the quarter.
  • IPG Investment Advisors sold 1,993 AstraZeneca shares in Q4 2022, an estimated $219K.
  • IPG Investment Advisors first reported a position in AstraZeneca in Q3 2020 and held it in 2 quarters.
  • IPG Investment Advisors's AstraZeneca position peaked at $296K in Q3 2020.
  • 1,061 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2022.

Based on IPG Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.