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Lake Point Wealth Management’s AstraZeneca AZN Stock Holding History

Lake Point Wealth 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
2019
Q1 		– Sell
-2,646
Closed -$201K – 680
2018
Q4 		$201K Buy
+2,646
New +$207K 0.08% 151

Other funds holding AZN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lake Point Wealth Management's AZN Position: Q1 2019 in Review

Lake Point Wealth Management sold out of AstraZeneca (AZN) in Q1 2019, closing a stake of 2,646 shares — an estimated $201K sold.

Lake Point Wealth Management first reported a position in AZN in Q4 2018 and held it in 1 quarter. The position peaked at $201K in Q4 2018. 559 funds tracked by Wall St. Rank hold AZN as of Q1 2019.

  • Lake Point Wealth Management reported no remaining AstraZeneca position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 2,646 AstraZeneca shares in Q1 2019, an estimated $201K.
  • Lake Point Wealth Management first reported a position in AstraZeneca in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's AstraZeneca position peaked at $201K in Q4 2018.
  • 559 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.