Kings Point Capital Management’s AstraZeneca AZN Stock Holding History

Kings Point 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 Q1	$195K	Hold	1,470	–	–	0.02%	208
2021 Q4	$171K	Hold	1,470	–	–	0.01%	236
2021 Q3	$177K	Hold	1,470	–	–	0.02%	217
2021 Q2	$176K	Sell	1,470 -50	-3%	-$5.49K	0.02%	218
2021 Q1	$151K	Sell	1,520 -400	-21%	-$40.2K	0.01%	225
2020 Q4	$192K	Buy	1,920 +365	+23%	+$38.7K	0.02%	185
2020 Q3	$170K	Buy	1,555 +85	+6%	+$9.45K	0.02%	186
2020 Q2	$155K	Hold	1,470	–	–	0.02%	178
2020 Q1	$131K	Hold	1,470	–	–	0.02%	188
2019 Q4	$147K	Hold	1,470	–	–	0.02%	208
2019 Q3	$131K	Hold	1,470	–	–	0.02%	196
2019 Q2	$121K	Buy	+1,470	New	+$115K	0.02%	184
2018 Q4	–	Sell	-528	Closed	-$42K	–	352
2018 Q3	$42K	Buy	528 +28	+6%	+$2.12K	0.01%	260
2018 Q2	$35K	Hold	500	–	–	0.01%	268
2018 Q1	$35K	Hold	500	–	–	0.01%	271
2017 Q4	$35K	Hold	500	–	–	0.01%	264
2017 Q3	$34K	Hold	500	–	–	0.01%	250
2017 Q2	$34K	Hold	500	–	–	0.01%	246
2017 Q1	$31K	Buy	+500	New	+$29.1K	0.01%	265
2015 Q1	–	Sell	-590	Closed	-$42K	–	360
2014 Q4	$42K	Sell	590 -500	-46%	-$35.8K	0.01%	213
2014 Q3	$78K	Hold	1,090	–	–	0.02%	156
2014 Q2	$81K	Buy	1,090 +90	+9%	+$6.51K	0.02%	151
2014 Q1	$65K	Hold	1,000	–	–	0.02%	154
2013 Q4	$59K	Hold	1,000	–	–	0.02%	159
2013 Q3	$52K	Hold	1,000	–	–	0.02%	170
2013 Q2	$47K	Buy	+1,000	New	+$50.9K	0.02%	188

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Kings Point Capital Management's AZN Position: Q1 2022 in Review

Kings Point Capital Management held its AstraZeneca (AZN) position steady in Q1 2022 at 1,470 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #208.

Kings Point Capital Management first reported a position in AZN in Q2 2013 and has held it in 26 quarters since. 981 funds tracked by Wall St. Rank hold AZN as of Q1 2022.

Kings Point Capital Management held 1,470 shares of AstraZeneca worth $195K as of Q1 2022.
Kings Point Capital Management left its AstraZeneca share count unchanged in Q1 2022.
AstraZeneca made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #208 holding.
Kings Point Capital Management first reported a position in AstraZeneca in Q2 2013 and has held it in 26 quarters since.
981 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.