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Palo Alto Investors’s AstraZeneca AZN Stock Holding History

Palo Alto Investors’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
Q1 		– Sell
-14,630
Closed -$1.7M – 36
2021
Q4 		$1.7M Sell
14,630
-86,115
-85% -$10.1M 0.11% 30
2021
Q3 		$12.1M Buy
+100,745
New +$11.7M 0.73% 22

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Palo Alto Investors's AZN Position: Q1 2022 in Review

Palo Alto Investors sold out of AstraZeneca (AZN) in Q1 2022, closing a stake of 14,630 shares — an estimated $1.7M sold.

Palo Alto Investors first reported a position in AZN in Q3 2021 and held it in 2 quarters. The position peaked at $12.1M in Q3 2021. 982 funds tracked by Wall St. Rank hold AZN as of Q1 2022.

  • Palo Alto Investors reported no remaining AstraZeneca position as of Q1 2022 after selling out during the quarter.
  • Palo Alto Investors sold 14,630 AstraZeneca shares in Q1 2022, an estimated $1.7M.
  • Palo Alto Investors first reported a position in AstraZeneca in Q3 2021 and held it in 2 quarters.
  • Palo Alto Investors's AstraZeneca position peaked at $12.1M in Q3 2021.
  • 982 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2022.

Based on Palo Alto Investors's 13F filing for Q1 2022, filed 16 May 2022.