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McElhenny Sheffield Capital Management’s AstraZeneca AZN Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-41
Closed -$5.56K – 131
2022
Q4 		$5.56K Buy
+41
New +$5.14K ﹤0.01% 387

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Fidelity Investments
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GQG Partners
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Jennison Associates
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Morgan Stanley
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Bank of America
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McElhenny Sheffield Capital Management's AZN Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of AstraZeneca (AZN) in Q1 2023, closing a stake of 41 shares — an estimated $5.56K sold.

McElhenny Sheffield Capital Management first reported a position in AZN in Q4 2022 and held it in 1 quarter. The position peaked at $5.56K in Q4 2022. 1,054 funds tracked by Wall St. Rank hold AZN as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining AstraZeneca position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 41 AstraZeneca shares in Q1 2023, an estimated $5.56K.
  • McElhenny Sheffield Capital Management first reported a position in AstraZeneca in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's AstraZeneca position peaked at $5.56K in Q4 2022.
  • 1,054 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.