King Wealth Management Group’s AstraZeneca AZN Stock Holding History

King Wealth Management 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 Q4	–	Sell	-3,700	Closed	-$406K	–	146
2022 Q3	$406K	Hold	3,700	–	–	0.1%	90
2022 Q2	$489K	Sell	3,700 -2,000	-35%	-$262K	0.12%	83
2022 Q1	$756K	Hold	5,700	–	–	0.15%	74
2021 Q4	$664K	Sell	5,700 -4,200	-42%	-$494K	0.12%	86
2021 Q3	$1.19M	Hold	9,900	–	–	0.24%	57
2021 Q2	$1.19M	Hold	9,900	–	–	0.24%	60
2021 Q1	$984K	Hold	9,900	–	–	0.22%	69
2020 Q4	$990K	Sell	9,900 -375	-4%	-$39.7K	0.23%	64
2020 Q3	$1.13M	Buy	10,275 +3,200	+45%	+$356K	0.29%	51
2020 Q2	$748K	Hold	7,075	–	–	0.22%	65
2020 Q1	$632K	Hold	7,075	–	–	0.27%	55
2019 Q4	$706K	Sell	7,075 -1,000	-12%	-$94.1K	0.19%	56
2019 Q3	$720K	Buy	8,075 +375	+5%	+$32.5K	0.21%	54
2019 Q2	$636K	Sell	7,700 -2,500	-25%	-$196K	0.19%	61
2019 Q1	$825K	Buy	+10,200	New	+$804K	0.26%	52

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Primecap Management

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Capital International Investors

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Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return