Kore Private Wealth’s AstraZeneca AZN Stock Holding History

Kore Private Wealth’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
2021 Q4	–	Sell	-2,540	Closed	-$305K	–	321
2021 Q3	$305K	Buy	+2,540	New	+$296K	0.03%	329
2020 Q3	–	Sell	-346	Closed	-$36K	–	342
2020 Q2	$36K	Sell	346 -13	-4%	-$1.34K	0.01%	525
2020 Q1	$32K	Buy	359 +116	+48%	+$10.9K	0.01%	503
2019 Q4	$24K	Buy	+243	New	+$22.9K	﹤0.01%	598
2019 Q1	–	Sell	-24	Closed	-$2K	–	901
2018 Q4	$2K	Buy	+24	New	+$1.87K	﹤0.01%	790

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

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

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

Norges Bank Oslo, Norway $935B AUM

Kore Private Wealth's AZN Position: Q4 2021 in Review

Kore Private Wealth sold out of AstraZeneca (AZN) in Q4 2021, closing a stake of 2,540 shares — an estimated $305K sold.

Kore Private Wealth first reported a position in AZN in Q4 2018 and held it in 5 quarters. The position peaked at $305K in Q3 2021. 949 funds tracked by Wall St. Rank hold AZN as of Q4 2021.

Kore Private Wealth reported no remaining AstraZeneca position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 2,540 AstraZeneca shares in Q4 2021, an estimated $305K.
Kore Private Wealth first reported a position in AstraZeneca in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's AstraZeneca position peaked at $305K in Q3 2021.
949 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.