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Realta Investment Advisors’s AstraZeneca AZN Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-38
Closed -$4K – 383
2019
Q4 		$4K Buy
+38
New +$3.58K ﹤0.01% 1371

Other funds holding AZN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Realta Investment Advisors's AZN Position: Q1 2020 in Review

Realta Investment Advisors sold out of AstraZeneca (AZN) in Q1 2020, closing a stake of 38 shares — an estimated $4K sold.

Realta Investment Advisors first reported a position in AZN in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 603 funds tracked by Wall St. Rank hold AZN as of Q1 2020.

  • Realta Investment Advisors reported no remaining AstraZeneca position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 38 AstraZeneca shares in Q1 2020, an estimated $4K.
  • Realta Investment Advisors first reported a position in AstraZeneca in Q4 2019 and held it in 1 quarter.
  • Realta Investment Advisors's AstraZeneca position peaked at $4K in Q4 2019.
  • 603 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.