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Momentum Advisors’s AstraZeneca AZN Stock Holding History

Momentum 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
2022
Q4 		$412K Sell
3,036
-1
-0% -$125 0.42% 46
2022
Q3 		$333K Buy
+3,037
New +$385K 0.37% 51

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Momentum Advisors's AZN Position: Q4 2022 in Review

Momentum Advisors reduced its AstraZeneca (AZN) stake by 0.03% in Q4 2022, selling an estimated $125 and leaving 3,036 shares worth $412K. The position accounts for 0.42% of the portfolio, ranked #46.

Momentum Advisors first reported a position in AZN in Q3 2022 and has held it in 2 quarters since. 1,061 funds tracked by Wall St. Rank hold AZN as of Q4 2022.

  • Momentum Advisors held 3,036 shares of AstraZeneca worth $412K as of Q4 2022.
  • Momentum Advisors sold 1 AstraZeneca share in Q4 2022, an estimated $125.
  • AstraZeneca made up 0.42% of Momentum Advisors's portfolio in Q4 2022, its #46 holding.
  • Momentum Advisors first reported a position in AstraZeneca in Q3 2022 and has held it in 2 quarters since.
  • 1,061 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.