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Paradigm Strategies in Wealth Management’s AstraZeneca AZN Stock Holding History

Paradigm Strategies in Wealth 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
2021
Q3 		– Sell
-1,000
Closed -$120K – 66
2021
Q2 		$120K Hold
1,000
– – 0.11% 69
2021
Q1 		$99K Buy
+1,000
New +$101K 0.1% 69

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 $295B AUM 31.6% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Paradigm Strategies in Wealth Management's AZN Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of AstraZeneca (AZN) in Q3 2021, closing a stake of 1,000 shares — an estimated $120K sold.

Paradigm Strategies in Wealth Management first reported a position in AZN in Q1 2021 and held it in 2 quarters. The position peaked at $120K in Q2 2021. 906 funds tracked by Wall St. Rank hold AZN as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining AstraZeneca position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 1,000 AstraZeneca shares in Q3 2021, an estimated $120K.
  • Paradigm Strategies in Wealth Management first reported a position in AstraZeneca in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's AstraZeneca position peaked at $120K in Q2 2021.
  • 906 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.