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Regent Peak Wealth Advisors’s AstraZeneca AZN Stock Holding History

Regent Peak Wealth 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
-1,282
Closed -$128K – 225
2020
Q4 		$128K Buy
+1,282
New +$136K 0.04% 184
2020
Q1 		– Sell
-2,850
Closed -$284K – 113
2019
Q4 		$284K Buy
+2,850
New +$268K 0.13% 99

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Regent Peak Wealth Advisors's AZN Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of AstraZeneca (AZN) in Q1 2021, closing a stake of 1,282 shares — an estimated $128K sold.

Regent Peak Wealth Advisors first reported a position in AZN in Q4 2019 and held it in 2 quarters. The position peaked at $284K in Q4 2019. 756 funds tracked by Wall St. Rank hold AZN as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining AstraZeneca position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,282 AstraZeneca shares in Q1 2021, an estimated $128K.
  • Regent Peak Wealth Advisors first reported a position in AstraZeneca in Q4 2019 and held it in 2 quarters.
  • Regent Peak Wealth Advisors's AstraZeneca position peaked at $284K in Q4 2019.
  • 756 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.