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MinichMacGregor Wealth Management’s AstraZeneca AZN Stock Holding History

MinichMacGregor 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
2018
Q4 		– Sell
-75
Closed -$5K – 126
2018
Q3 		$5K Hold
75
– – ﹤0.01% 381
2018
Q2 		$5K Hold
75
– – ﹤0.01% 370
2018
Q1 		$5K Buy
+75
New +$5.2K ﹤0.01% 370

Other funds holding AZN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

MinichMacGregor Wealth Management's AZN Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of AstraZeneca (AZN) in Q4 2018, closing a stake of 75 shares — an estimated $5K sold.

MinichMacGregor Wealth Management first reported a position in AZN in Q1 2018 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 557 funds tracked by Wall St. Rank hold AZN as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining AstraZeneca position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 75 AstraZeneca shares in Q4 2018, an estimated $5K.
  • MinichMacGregor Wealth Management first reported a position in AstraZeneca in Q1 2018 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's AstraZeneca position peaked at $5K in Q3 2018.
  • 557 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.