RPg Family Wealth Advisory’s AstraZeneca AZN Stock Holding History

RPg Family Wealth Advisory’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
2018 Q2	–	Sell	-640	Closed	-$44.8K	–	232
2018 Q1	$44.8K	Hold	640	–	–	0.04%	128
2017 Q4	$44.4K	Hold	640	–	–	0.04%	136
2017 Q3	$43.4K	Hold	640	–	–	0.04%	146
2017 Q2	$43.6K	Hold	640	–	–	0.04%	173
2017 Q1	$39.9K	Buy	640 +430	+205%	+$25K	0.03%	151
2016 Q4	$11.5K	Sell	210 -131	-38%	-$7.44K	0.01%	247
2016 Q3	$22.4K	Buy	+341	New	+$22.3K	0.02%	166

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Primecap Management

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

T. Rowe Price Associates

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

Fisher Asset Management

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

Capital International Investors

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return