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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

King Wealth Management Group's AZN Position: Q4 2022 in Review

King Wealth Management Group sold out of AstraZeneca (AZN) in Q4 2022, closing a stake of 3,700 shares — an estimated $406K sold.

King Wealth Management Group first reported a position in AZN in Q1 2019 and held it in 15 quarters. The position peaked at $1.19M in Q3 2021. 1,061 funds tracked by Wall St. Rank hold AZN as of Q4 2022.

King Wealth Management Group reported no remaining AstraZeneca position as of Q4 2022 after selling out during the quarter.
King Wealth Management Group sold 3,700 AstraZeneca shares in Q4 2022, an estimated $406K.
King Wealth Management Group first reported a position in AstraZeneca in Q1 2019 and held it in 15 quarters.
King Wealth Management Group's AstraZeneca position peaked at $1.19M in Q3 2021.
1,061 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2022.

Based on King Wealth Management Group's 13F filing for Q4 2022, filed 9 Feb 2023.