Onyx Bridge Wealth Group’s AstraZeneca AZN Stock Holding History

Onyx Bridge Wealth Group’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
2023 Q2	–	Sell	-1,700	Closed	-$236K	–	238
2023 Q1	$236K	Buy	1,700 +57	+3%	+$7.67K	0.09%	152
2022 Q4	$233K	Buy	+1,643	New	+$206K	0.09%	152
2022 Q3	–	Sell	-1,664	Closed	-$217K	–	176
2022 Q2	$217K	Buy	1,664 +37	+2%	+$4.86K	0.1%	133
2022 Q1	$215K	Sell	1,627 -210	-11%	-$25.2K	0.08%	132
2021 Q4	$214K	Sell	1,837 -198	-10%	-$23.3K	0.07%	144
2021 Q3	$241K	Buy	+2,035	New	+$237K	0.09%	124

Other funds holding AZN

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

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Onyx Bridge Wealth Group's AZN Position: Q2 2023 in Review

Onyx Bridge Wealth Group sold out of AstraZeneca (AZN) in Q2 2023, closing a stake of 1,700 shares — an estimated $236K sold.

Onyx Bridge Wealth Group first reported a position in AZN in Q3 2021 and held it in 6 quarters. The position peaked at $241K in Q3 2021. 1,090 funds tracked by Wall St. Rank hold AZN as of Q2 2023.

Onyx Bridge Wealth Group reported no remaining AstraZeneca position as of Q2 2023 after selling out during the quarter.
Onyx Bridge Wealth Group sold 1,700 AstraZeneca shares in Q2 2023, an estimated $236K.
Onyx Bridge Wealth Group first reported a position in AstraZeneca in Q3 2021 and held it in 6 quarters.
Onyx Bridge Wealth Group's AstraZeneca position peaked at $241K in Q3 2021.
1,090 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2023, filed 25 Jul 2023.