IronBridge Private Wealth’s AstraZeneca AZN Stock Holding History

IronBridge Private Wealth’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	-352	Closed	-$41K	–	57
2021 Q4	$41K	Hold	352	–	–	0.02%	77
2021 Q3	$42K	Buy	352 +1	+0.3%	+$116	0.02%	62
2021 Q2	$42K	Hold	351	–	–	0.02%	65
2021 Q1	$35K	Buy	351 +1	+0.3%	+$101	0.02%	72
2020 Q4	$35K	Buy	+350	New	+$37.1K	0.03%	68

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

IronBridge Private Wealth's AZN Position: Q1 2022 in Review

IronBridge Private Wealth sold out of AstraZeneca (AZN) in Q1 2022, closing a stake of 352 shares — an estimated $41K sold.

IronBridge Private Wealth first reported a position in AZN in Q4 2020 and held it in 5 quarters. The position peaked at $42K in Q3 2021. 982 funds tracked by Wall St. Rank hold AZN as of Q1 2022.

IronBridge Private Wealth reported no remaining AstraZeneca position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 352 AstraZeneca shares in Q1 2022, an estimated $41K.
IronBridge Private Wealth first reported a position in AstraZeneca in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's AstraZeneca position peaked at $42K in Q3 2021.
982 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.