Oxler Private Wealth’s AstraZeneca AZN Stock Holding History

Oxler Private Wealth’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 Q3	–	Sell	-1,117	Closed	-$148K	–	445
2022 Q2	$148K	Buy	+1,117	New	+$147K	0.07%	113
2021 Q1	–	Sell	-1,100	Closed	-$109K	–	125
2020 Q4	$109K	Buy	+1,100	New	+$117K	0.06%	131

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Oxler Private Wealth's AZN Position: Q3 2022 in Review

Oxler Private Wealth sold out of AstraZeneca (AZN) in Q3 2022, closing a stake of 1,117 shares — an estimated $148K sold.

Oxler Private Wealth first reported a position in AZN in Q4 2020 and held it in 2 quarters. The position peaked at $148K in Q2 2022. 965 funds tracked by Wall St. Rank hold AZN as of Q3 2022.

Oxler Private Wealth reported no remaining AstraZeneca position as of Q3 2022 after selling out during the quarter.
Oxler Private Wealth sold 1,117 AstraZeneca shares in Q3 2022, an estimated $148K.
Oxler Private Wealth first reported a position in AstraZeneca in Q4 2020 and held it in 2 quarters.
Oxler Private Wealth's AstraZeneca position peaked at $148K in Q2 2022.
965 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2022.

Based on Oxler Private Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.