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Milestone Wealth’s AstraZeneca AZN Stock Holding History

Milestone Wealth’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
2022
Q3 		$110K Hold
1,000
– – 0.12% 71
2022
Q2 		$132K Hold
1,000
– – 0.14% 66
2022
Q1 		$117K Hold
1,000
– – 0.1% 77
2021
Q4 		$117K Buy
+1,000
New +$118K 0.09% 77

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Milestone Wealth's AZN Position: Q3 2022 in Review

Milestone Wealth held its AstraZeneca (AZN) position steady in Q3 2022 at 1,000 shares worth $110K. The position accounts for 0.12% of the portfolio, ranked #71.

Milestone Wealth first reported a position in AZN in Q4 2021 and has held it in 4 quarters since. The position peaked at $132K in Q2 2022. 965 funds tracked by Wall St. Rank hold AZN as of Q3 2022.

  • Milestone Wealth held 1,000 shares of AstraZeneca worth $110K as of Q3 2022.
  • Milestone Wealth left its AstraZeneca share count unchanged in Q3 2022.
  • AstraZeneca made up 0.12% of Milestone Wealth's portfolio in Q3 2022, its #71 holding.
  • Milestone Wealth first reported a position in AstraZeneca in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's AstraZeneca position peaked at $132K in Q2 2022.
  • 965 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.