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Outlook Wealth Advisors’s AstraZeneca AZN Stock Holding History

Outlook Wealth 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
2019
Q1 		– Sell
-716
Closed -$544K – 148
2018
Q4 		$544K Buy
+716
New +$55.9K 0.25% 101

Other funds holding AZN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Outlook Wealth Advisors's AZN Position: Q1 2019 in Review

Outlook Wealth Advisors sold out of AstraZeneca (AZN) in Q1 2019, closing a stake of 716 shares — an estimated $544K sold.

Outlook Wealth Advisors first reported a position in AZN in Q4 2018 and held it in 1 quarter. The position peaked at $544K in Q4 2018. 559 funds tracked by Wall St. Rank hold AZN as of Q1 2019.

  • Outlook Wealth Advisors reported no remaining AstraZeneca position as of Q1 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 716 AstraZeneca shares in Q1 2019, an estimated $544K.
  • Outlook Wealth Advisors first reported a position in AstraZeneca in Q4 2018 and held it in 1 quarter.
  • Outlook Wealth Advisors's AstraZeneca position peaked at $544K in Q4 2018.
  • 559 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2019.

Based on Outlook Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.