JWM
AZN icon

Jacobus Wealth Management’s AstraZeneca AZN Stock Holding History

Jacobus Wealth Management’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
2016
Q2 		– Sell
-2,249
Closed -$127K – 216
2016
Q1 		$127K Hold
2,249
– – 0.04% 241
2015
Q4 		$153K Sell
2,249
-200
-8% -$13.1K 0.04% 230
2015
Q3 		$156K Hold
2,449
– – 0.05% 231
2015
Q2 		$156K Hold
2,449
– – 0.04% 242
2015
Q1 		$168K Hold
2,449
– – 0.04% 230
2014
Q4 		$172K Hold
2,449
– – 0.04% 220
2014
Q3 		$175K Hold
2,449
– – 0.05% 219
2014
Q2 		$182K Hold
2,449
– – 0.05% 224
2014
Q1 		$159K Hold
2,449
– – 0.04% 244
2013
Q4 		$145K Buy
+2,449
New +$133K 0.04% 247

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Dodge & Cox
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Capital International Investors
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Primecap Management
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Arrowstreet Capital
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EIP
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CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
BIM
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return