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Karp Capital Management’s AstraZeneca AZN Stock Holding History

Karp Capital 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
2022
Q3 		– Sell
-1,782
Closed -$235K – 123
2022
Q2 		$235K Hold
1,782
– – 0.04% 131
2022
Q1 		$236K Hold
1,782
– – 0.03% 125
2021
Q4 		$208K Hold
1,782
– – 0.03% 147
2021
Q3 		$214K Sell
1,782
-725
-29% -$84.4K 0.03% 165
2021
Q2 		$300K Buy
+2,507
New +$275K 0.04% 139

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Karp Capital Management's AZN Position: Q3 2022 in Review

Karp Capital Management sold out of AstraZeneca (AZN) in Q3 2022, closing a stake of 1,782 shares — an estimated $235K sold.

Karp Capital Management first reported a position in AZN in Q2 2021 and held it in 5 quarters. The position peaked at $300K in Q2 2021. 965 funds tracked by Wall St. Rank hold AZN as of Q3 2022.

  • Karp Capital Management reported no remaining AstraZeneca position as of Q3 2022 after selling out during the quarter.
  • Karp Capital Management sold 1,782 AstraZeneca shares in Q3 2022, an estimated $235K.
  • Karp Capital Management first reported a position in AstraZeneca in Q2 2021 and held it in 5 quarters.
  • Karp Capital Management's AstraZeneca position peaked at $300K in Q2 2021.
  • 965 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2022.

Based on Karp Capital Management's 13F filing for Q3 2022, filed 18 Oct 2022.