Rational Advisors’s AstraZeneca AZN Stock Holding History

Rational 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
2021 Q1	–	Sell	-974	Closed	-$97K	–	182
2020 Q4	$97K	Buy	+974	New	+$103K	0.03%	177
2019 Q3	–	Sell	-8,843	Closed	-$730K	–	563
2019 Q2	$730K	Buy	+8,843	New	+$693K	0.26%	132
2019 Q1	–	Sell	-131	Closed	-$10K	–	531
2018 Q4	$10K	Buy	+131	New	+$10.2K	﹤0.01%	386
2017 Q4	–	Sell	-9,910	Closed	-$672K	–	275
2017 Q3	$672K	Hold	9,910	–	–	0.36%	93
2017 Q2	$676K	Sell	9,910 -15,640	-61%	-$1.02M	0.42%	91
2017 Q1	$1.59M	Buy	+25,550	New	+$1.49M	1.05%	27
2015 Q1	–	Sell	-16,200	Closed	-$1.14M	–	488
2014 Q4	$1.14M	Buy	+16,200	New	+$1.16M	0.23%	127
2013 Q4	$6.1M	Sell	102,700 -49,750	-33%	-$2.7M	0.52%	44
2013 Q3	$7.92M	Sell	152,450 -68,600	-31%	-$3.45M	0.61%	21
2013 Q2	$10.5M	Buy	+221,050	New	+$11.3M	0.88%	6

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rational Advisors's AZN Position: Q1 2021 in Review

Rational Advisors sold out of AstraZeneca (AZN) in Q1 2021, closing a stake of 974 shares — an estimated $97K sold.

Rational Advisors first reported a position in AZN in Q2 2013 and held it in 10 quarters. The position peaked at $10.5M in Q2 2013. 756 funds tracked by Wall St. Rank hold AZN as of Q1 2021.

Rational Advisors reported no remaining AstraZeneca position as of Q1 2021 after selling out during the quarter.
Rational Advisors sold 974 AstraZeneca shares in Q1 2021, an estimated $97K.
Rational Advisors first reported a position in AstraZeneca in Q2 2013 and held it in 10 quarters.
Rational Advisors's AstraZeneca position peaked at $10.5M in Q2 2013.
756 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2021.

Based on Rational Advisors's 13F filing for Q1 2021, filed 10 May 2021.