PCA
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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return