RGT Wealth Advisors’s AstraZeneca AZN Stock Holding History

RGT 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
2022 Q1	–	Sell	-49	Closed	-$6K	–	127
2021 Q4	$6K	Buy	+49	New	+$5.77K	﹤0.01%	246

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

RGT Wealth Advisors's AZN Position: Q1 2022 in Review

RGT Wealth Advisors sold out of AstraZeneca (AZN) in Q1 2022, closing a stake of 49 shares — an estimated $6K sold.

RGT Wealth Advisors first reported a position in AZN in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 982 funds tracked by Wall St. Rank hold AZN as of Q1 2022.

RGT Wealth Advisors reported no remaining AstraZeneca position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 49 AstraZeneca shares in Q1 2022, an estimated $6K.
RGT Wealth Advisors first reported a position in AstraZeneca in Q4 2021 and held it in 1 quarter.
RGT Wealth Advisors's AstraZeneca position peaked at $6K in Q4 2021.
982 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.