LWM
AZN icon

Lenox Wealth Management’s AstraZeneca AZN Stock Holding History

Lenox 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
2020
Q2 		$38K Hold
361
– – 0.01% 288
2020
Q1 		$32K Buy
361
+16
+5% +$1.51K 0.01% 282
2019
Q4 		$34K Buy
345
+2
+0.6% +$188 0.01% 303
2019
Q3 		$30K Buy
343
+3
+0.9% +$260 0.01% 311
2019
Q2 		$28K Sell
340
-14
-4% -$1.1K 0.01% 300
2019
Q1 		$29K Sell
354
-76
-18% -$5.99K 0.01% 293
2018
Q4 		$33K Buy
430
+91
+27% +$7.11K 0.01% 242
2018
Q3 		$27K Buy
339
+72
+27% +$5.45K 0.01% 281
2018
Q2 		$19K Buy
267
+33
+14% +$2.37K 0.01% 297
2018
Q1 		$16K Buy
234
+209
+836% +$14.5K 0.01% 316
2017
Q4 		$2K Buy
+25
New +$1.69K ﹤0.01% 454

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Fidelity Investments
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Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return