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Point View Wealth Management’s AstraZeneca AZN Stock Holding History

Point View 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
2020
Q4 		$910K Sell
9,102
-269
-3% -$28.5K 0.37% 88
2020
Q3 		$1.03M Hold
9,371
– – 0.49% 63
2020
Q2 		$991K Sell
9,371
-96
-1% -$9.91K 0.48% 71
2020
Q1 		$846K Buy
9,467
+27
+0.3% +$2.54K 0.46% 72
2019
Q4 		$941K Sell
9,440
-61
-0.6% -$5.74K 0.39% 91
2019
Q3 		$847K Sell
9,501
-520
-5% -$45.1K 0.38% 89
2019
Q2 		$827K Buy
10,021
+55
+0.6% +$4.31K 0.35% 93
2019
Q1 		$806K Sell
9,966
-57
-0.6% -$4.49K 0.36% 98
2018
Q4 		$761K Sell
10,023
-29
-0.3% -$2.27K 0.38% 92
2018
Q3 		$795K Buy
10,052
+380
+4% +$28.7K 0.35% 98
2018
Q2 		$679K Hold
9,672
– – 0.32% 113
2018
Q1 		$676K Hold
9,672
– – 0.32% 113
2017
Q4 		$671K Sell
9,672
-496
-5% -$33.4K 0.32% 112
2017
Q3 		$689K Buy
10,168
+1,299
+15% +$82.1K 0.33% 112
2017
Q2 		$605K Buy
8,869
+3
+0% +$196 0.3% 122
2017
Q1 		$552K Buy
8,866
+72
+0.8% +$4.19K 0.28% 127
2016
Q4 		$481K Buy
8,794
+33
+0.4% +$1.87K 0.28% 126
2016
Q3 		$576K Hold
8,761
– – 0.34% 112
2016
Q2 		$529K Sell
8,761
-182
-2% -$10.6K 0.32% 110
2016
Q1 		$504K Hold
8,943
– – 0.32% 108
2015
Q4 		$607K Hold
8,943
– – 0.44% 85
2015
Q3 		$569K Sell
8,943
-86
-1% -$5.66K 0.45% 83
2015
Q2 		$575K Hold
9,029
– – 0.45% 85
2015
Q1 		$618K Hold
9,029
– – 0.48% 74
2014
Q4 		$635K Sell
9,029
-132
-1% -$9.45K 0.47% 68
2014
Q3 		$654K Sell
9,161
-301
-3% -$22K 0.55% 60
2014
Q2 		$703K Sell
9,462
-185
-2% -$13.4K 0.61% 52
2014
Q1 		$626K Hold
9,647
– – 0.57% 63
2013
Q4 		$573K Buy
+9,647
New +$524K 0.54% 64

Other funds holding AZN

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Point View Wealth Management's AZN Position: Q4 2020 in Review

Point View Wealth Management reduced its AstraZeneca (AZN) stake by 2.9% in Q4 2020, selling an estimated $28.5K and leaving 9,102 shares worth $910K. The position accounts for 0.37% of the portfolio, ranked #88.

Point View Wealth Management first reported a position in AZN in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.03M in Q3 2020. 785 funds tracked by Wall St. Rank hold AZN as of Q4 2020.

  • Point View Wealth Management held 9,102 shares of AstraZeneca worth $910K as of Q4 2020.
  • Point View Wealth Management sold 269 AstraZeneca shares in Q4 2020, an estimated $28.5K.
  • AstraZeneca made up 0.37% of Point View Wealth Management's portfolio in Q4 2020, its #88 holding.
  • Point View Wealth Management first reported a position in AstraZeneca in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's AstraZeneca position peaked at $1.03M in Q3 2020.
  • 785 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.