Pinnacle Private Wealth’s AstraZeneca AZN Stock Holding History

Pinnacle Private Wealth’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 Q2	$305K	Sell	2,307 -50	-2%	-$6.56K	0.12%	196
2022 Q1	$313K	Buy	2,357 +38	+2%	+$4.56K	0.1%	216
2021 Q4	$270K	Buy	+2,319	New	+$273K	0.08%	232

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

Pinnacle Private Wealth's AZN Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its AstraZeneca (AZN) stake by 2.1% in Q2 2022, selling an estimated $6.56K and leaving 2,307 shares worth $305K. The position accounts for 0.12% of the portfolio, ranked #196.

Pinnacle Private Wealth first reported a position in AZN in Q4 2021 and has held it in 3 quarters since. The position peaked at $313K in Q1 2022. 1,015 funds tracked by Wall St. Rank hold AZN as of Q2 2022.

Pinnacle Private Wealth held 2,307 shares of AstraZeneca worth $305K as of Q2 2022.
Pinnacle Private Wealth sold 50 AstraZeneca shares in Q2 2022, an estimated $6.56K.
AstraZeneca made up 0.12% of Pinnacle Private Wealth's portfolio in Q2 2022, its #196 holding.
Pinnacle Private Wealth first reported a position in AstraZeneca in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's AstraZeneca position peaked at $313K in Q1 2022.
1,015 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.