Liberty Wealth Management’s AstraZeneca AZN Stock Holding History

Liberty 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
2021 Q4	–	Sell	-131	Closed	-$16K	–	244
2021 Q3	$16K	Buy	131 +35	+36%	+$4.07K	0.01%	701
2021 Q2	$11K	Buy	96 +20	+26%	+$2.19K	﹤0.01%	624
2021 Q1	$7K	Hold	76	–	–	﹤0.01%	649
2020 Q4	$7K	Sell	76 -6	-7%	-$636	﹤0.01%	642
2020 Q3	$9K	Sell	82 -8	-9%	-$890	0.01%	530
2020 Q2	$9K	Sell	90 -25	-22%	-$2.58K	0.01%	504
2020 Q1	$10K	Buy	115 +15	+15%	+$1.41K	0.01%	456
2019 Q4	$10K	Sell	100 -2	-2%	-$188	0.01%	530
2019 Q3	$9K	Buy	102 +63	+162%	+$5.46K	0.01%	530
2019 Q2	$3K	Sell	39 -6	-13%	-$470	﹤0.01%	714
2019 Q1	$3K	Sell	45 -193	-81%	-$15.2K	﹤0.01%	581
2018 Q4	$18K	Buy	+238	New	+$18.6K	0.01%	339

Other funds holding AZN

T. Rowe Price Associates

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

Wellington Management Group

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

Primecap Management

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

Capital International Investors

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

Fisher Asset Management

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

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

Bank of America

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

Franklin Resources

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

Norges Bank Oslo, Norway $935B AUM