Personal Capital Advisors’s AstraZeneca AZN Stock Holding History

Personal Capital 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
2022 Q4	$539K	Sell	3,977 -275	-6%	-$34.5K	﹤0.01%	291
2022 Q3	$466K	Buy	4,252 +496	+13%	+$62.9K	﹤0.01%	293
2022 Q2	$496K	Buy	3,756 +5	+0.1%	+$656	﹤0.01%	276
2022 Q1	$498K	Sell	3,751 -663	-15%	-$79.5K	﹤0.01%	307
2021 Q4	$500K	Buy	4,414 +570	+15%	+$67.1K	﹤0.01%	334
2021 Q3	$462K	Sell	3,844 -146	-4%	-$17K	﹤0.01%	322
2021 Q2	$478K	Sell	3,990 -704	-15%	-$77.2K	﹤0.01%	315
2021 Q1	$467K	Sell	4,694 -881	-16%	-$88.6K	﹤0.01%	316
2020 Q4	$557K	Buy	5,575 +121	+2%	+$12.8K	﹤0.01%	288
2020 Q3	$598K	Buy	5,454 +130	+2%	+$14.5K	﹤0.01%	269
2020 Q2	$563K	Sell	5,324 -598	-10%	-$61.8K	﹤0.01%	246
2020 Q1	$529K	Buy	5,922 +1,603	+37%	+$151K	0.01%	252
2019 Q4	$431K	Buy	4,319 +999	+30%	+$94.1K	﹤0.01%	279
2019 Q3	$295K	Buy	+3,320	New	+$288K	﹤0.01%	295

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Personal Capital Advisors's AZN Position: Q4 2022 in Review

Personal Capital Advisors reduced its AstraZeneca (AZN) stake by 6.5% in Q4 2022, selling an estimated $34.5K and leaving 3,977 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Personal Capital Advisors first reported a position in AZN in Q3 2019 and has held it in 14 quarters since. The position peaked at $598K in Q3 2020. 1,061 funds tracked by Wall St. Rank hold AZN as of Q4 2022.

Personal Capital Advisors held 3,977 shares of AstraZeneca worth $539K as of Q4 2022.
Personal Capital Advisors sold 275 AstraZeneca shares in Q4 2022, an estimated $34.5K.
AstraZeneca made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #291 holding.
Personal Capital Advisors first reported a position in AstraZeneca in Q3 2019 and has held it in 14 quarters since.
Personal Capital Advisors's AstraZeneca position peaked at $598K in Q3 2020.
1,061 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.