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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Liberty Wealth Management's AZN Position: Q4 2021 in Review

Liberty Wealth Management sold out of AstraZeneca (AZN) in Q4 2021, closing a stake of 131 shares — an estimated $16K sold.

Liberty Wealth Management first reported a position in AZN in Q4 2018 and held it in 12 quarters. The position peaked at $18K in Q4 2018. 949 funds tracked by Wall St. Rank hold AZN as of Q4 2021.

Liberty Wealth Management reported no remaining AstraZeneca position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 131 AstraZeneca shares in Q4 2021, an estimated $16K.
Liberty Wealth Management first reported a position in AstraZeneca in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's AstraZeneca position peaked at $18K in Q4 2018.
949 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.