Lenox Wealth Advisors’s AstraZeneca AZN Stock Holding History

Lenox Wealth Advisors’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	$6K	Sell	40 -49	-55%	-$5.88K	﹤0.01%	537
2021 Q4	$10K	Hold	89	–	–	﹤0.01%	505
2021 Q3	$11K	Hold	89	–	–	﹤0.01%	452
2021 Q2	$11K	Sell	89 -48	-35%	-$5.27K	﹤0.01%	457
2021 Q1	$14K	Hold	137	–	–	﹤0.01%	359
2020 Q4	$14K	Buy	137 +97	+243%	+$10.3K	﹤0.01%	366
2020 Q3	$4K	Hold	40	–	–	﹤0.01%	449
2020 Q2	$4K	Hold	40	–	–	﹤0.01%	452
2020 Q1	$4K	Hold	40	–	–	﹤0.01%	443
2019 Q4	$4K	Hold	40	–	–	﹤0.01%	494
2019 Q3	$4K	Hold	40	–	–	﹤0.01%	412
2019 Q2	$3K	Sell	40 -56	-58%	-$4.39K	﹤0.01%	344
2019 Q1	$8K	Buy	96 +56	+140%	+$4.41K	﹤0.01%	293
2018 Q4	$3K	Hold	40	–	–	﹤0.01%	311
2018 Q3	$3K	Sell	40 -581	-94%	-$43.9K	﹤0.01%	329
2018 Q2	$44K	Sell	621 -555	-47%	-$39.9K	0.01%	154
2018 Q1	$82K	Buy	1,176 +682	+138%	+$47.2K	0.02%	118
2017 Q4	$34K	Buy	+494	New	+$33.3K	0.01%	114
2016 Q2	–	Sell	-27	Closed	-$2K	–	206
2016 Q1	$2K	Hold	27	–	–	﹤0.01%	220
2015 Q4	$2K	Hold	27	–	–	﹤0.01%	309
2015 Q3	$2K	Buy	27 +18	+200%	+$1.18K	﹤0.01%	334
2015 Q2	$1K	Buy	+9	New	+$616	﹤0.01%	277

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

Lenox Wealth Advisors's AZN Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its AstraZeneca (AZN) stake by 55% in Q1 2022, selling an estimated $5.88K and leaving 40 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Lenox Wealth Advisors first reported a position in AZN in Q2 2015 and has held it in 22 quarters since. The position peaked at $82K in Q1 2018. 982 funds tracked by Wall St. Rank hold AZN as of Q1 2022.

Lenox Wealth Advisors held 40 shares of AstraZeneca worth $6K as of Q1 2022.
Lenox Wealth Advisors sold 49 AstraZeneca shares in Q1 2022, an estimated $5.88K.
AstraZeneca made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #537 holding.
Lenox Wealth Advisors first reported a position in AstraZeneca in Q2 2015 and has held it in 22 quarters since.
Lenox Wealth Advisors's AstraZeneca position peaked at $82K in Q1 2018.
982 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.