Nelson Capital Management’s AstraZeneca AZN Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-21	Closed	-$2K	–	114
2019 Q3	$2K	Hold	21	–	–	﹤0.01%	307
2019 Q2	$2K	Buy	+21	New	+$1.65K	﹤0.01%	272
2014 Q4	–	Sell	-362	Closed	-$26K	–	303
2014 Q3	$26K	Buy	+362	New	+$26.5K	0.01%	157

Other funds holding AZN

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nelson Capital Management's AZN Position: Q4 2019 in Review

Nelson Capital Management sold out of AstraZeneca (AZN) in Q4 2019, closing a stake of 21 shares — an estimated $2K sold.

Nelson Capital Management first reported a position in AZN in Q3 2014 and held it in 3 quarters. The position peaked at $26K in Q3 2014. 634 funds tracked by Wall St. Rank hold AZN as of Q4 2019.

Nelson Capital Management reported no remaining AstraZeneca position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 21 AstraZeneca shares in Q4 2019, an estimated $2K.
Nelson Capital Management first reported a position in AstraZeneca in Q3 2014 and held it in 3 quarters.
Nelson Capital Management's AstraZeneca position peaked at $26K in Q3 2014.
634 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.