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Pathway Financial Advisors’s AstraZeneca AZN Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-50
Closed -$4K – 119
2018
Q2 		$4K Hold
50
– – ﹤0.01% 390
2018
Q1 		$3K Hold
50
– – ﹤0.01% 412
2017
Q4 		$3K Buy
+50
New +$3.37K ﹤0.01% 419

Other funds holding AZN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Pathway Financial Advisors's AZN Position: Q3 2018 in Review

Pathway Financial Advisors sold out of AstraZeneca (AZN) in Q3 2018, closing a stake of 50 shares — an estimated $4K sold.

Pathway Financial Advisors first reported a position in AZN in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q2 2018. 544 funds tracked by Wall St. Rank hold AZN as of Q3 2018.

  • Pathway Financial Advisors reported no remaining AstraZeneca position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 50 AstraZeneca shares in Q3 2018, an estimated $4K.
  • Pathway Financial Advisors first reported a position in AstraZeneca in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's AstraZeneca position peaked at $4K in Q2 2018.
  • 544 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.