River Wealth Advisors’s AstraZeneca AZN Stock Holding History

River 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
2019 Q1	–	Sell	-170	Closed	-$13K	–	175
2018 Q4	$13K	Hold	170	–	–	0.01%	385
2018 Q3	$13K	Hold	170	–	–	﹤0.01%	426
2018 Q2	$12K	Buy	+170	New	+$12.2K	﹤0.01%	423

Other funds holding AZN

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

River Wealth Advisors's AZN Position: Q1 2019 in Review

River Wealth Advisors sold out of AstraZeneca (AZN) in Q1 2019, closing a stake of 170 shares — an estimated $13K sold.

River Wealth Advisors first reported a position in AZN in Q2 2018 and held it in 3 quarters. The position peaked at $13K in Q4 2018. 561 funds tracked by Wall St. Rank hold AZN as of Q1 2019.

River Wealth Advisors reported no remaining AstraZeneca position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 170 AstraZeneca shares in Q1 2019, an estimated $13K.
River Wealth Advisors first reported a position in AstraZeneca in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's AstraZeneca position peaked at $13K in Q4 2018.
561 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.