MWM
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Minot Wealth Management’s AstraZeneca AZN Stock Holding History

Minot 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
2020
Q4 		– Sell
-12,773
Closed -$1.4M – 160
2020
Q3 		$1.4M Buy
+12,773
New +$1.42M 0.53% 61

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

Minot Wealth Management's AZN Position: Q4 2020 in Review

Minot Wealth Management sold out of AstraZeneca (AZN) in Q4 2020, closing a stake of 12,773 shares — an estimated $1.4M sold.

Minot Wealth Management first reported a position in AZN in Q3 2020 and held it in 1 quarter. The position peaked at $1.4M in Q3 2020. 787 funds tracked by Wall St. Rank hold AZN as of Q4 2020.

  • Minot Wealth Management reported no remaining AstraZeneca position as of Q4 2020 after selling out during the quarter.
  • Minot Wealth Management sold 12,773 AstraZeneca shares in Q4 2020, an estimated $1.4M.
  • Minot Wealth Management first reported a position in AstraZeneca in Q3 2020 and held it in 1 quarter.
  • Minot Wealth Management's AstraZeneca position peaked at $1.4M in Q3 2020.
  • 787 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2020.

Based on Minot Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.