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Meridian Wealth Advisors’s AstraZeneca AZN Stock Holding History

Meridian 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
2020
Q4 		– Sell
-2,826
Closed -$310K – 179
2020
Q3 		$310K Buy
2,826
+151
+6% +$16.8K 0.13% 125
2020
Q2 		$283K Buy
+2,675
New +$276K 0.13% 128
2019
Q1 		– Sell
-175
Closed -$13K – 152
2018
Q4 		$13K Buy
+175
New +$13.7K 0.01% 384

Other funds holding AZN

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Meridian Wealth Advisors's AZN Position: Q4 2020 in Review

Meridian Wealth Advisors sold out of AstraZeneca (AZN) in Q4 2020, closing a stake of 2,826 shares — an estimated $310K sold.

Meridian Wealth Advisors first reported a position in AZN in Q4 2018 and held it in 3 quarters. The position peaked at $310K in Q3 2020. 787 funds tracked by Wall St. Rank hold AZN as of Q4 2020.

  • Meridian Wealth Advisors reported no remaining AstraZeneca position as of Q4 2020 after selling out during the quarter.
  • Meridian Wealth Advisors sold 2,826 AstraZeneca shares in Q4 2020, an estimated $310K.
  • Meridian Wealth Advisors first reported a position in AstraZeneca in Q4 2018 and held it in 3 quarters.
  • Meridian Wealth Advisors's AstraZeneca position peaked at $310K in Q3 2020.
  • 787 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2020.

Based on Meridian Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.