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Safeguard Investment Advisory Group’s AstraZeneca AZN Stock Holding History

Safeguard Investment Advisory Group’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
-40
Closed -$3K – 124
2020
Q4 		$3K Buy
+40
New +$4.24K ﹤0.01% 581

Other funds holding AZN

T. Rowe Price Associates
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Safeguard Investment Advisory Group's AZN Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of AstraZeneca (AZN) in Q1 2021, closing a stake of 40 shares — an estimated $3K sold.

Safeguard Investment Advisory Group first reported a position in AZN in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 756 funds tracked by Wall St. Rank hold AZN as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining AstraZeneca position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 40 AstraZeneca shares in Q1 2021, an estimated $3K.
  • Safeguard Investment Advisory Group first reported a position in AstraZeneca in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's AstraZeneca position peaked at $3K in Q4 2020.
  • 756 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.