Sonora Investment Management’s AstraZeneca AZN Stock Holding History

Sonora Investment Management’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 Q3	$36K	Buy	302 +5	+2%	+$582	﹤0.01%	491
2021 Q2	$36K	Buy	297 +43	+17%	+$4.72K	﹤0.01%	453
2021 Q1	$25K	Hold	254	–	–	﹤0.01%	862
2020 Q4	$25K	Hold	254	–	–	﹤0.01%	832
2020 Q3	$28K	Buy	254 +54	+27%	+$6.01K	﹤0.01%	735
2020 Q2	$21K	Hold	200	–	–	﹤0.01%	768
2020 Q1	$18K	Hold	200	–	–	﹤0.01%	802
2019 Q4	$20K	Buy	+200	New	+$18.8K	﹤0.01%	876
2019 Q3	–	Sell	-200	Closed	-$17K	–	1701
2019 Q2	$17K	Hold	200	–	–	﹤0.01%	936
2019 Q1	$16K	Hold	200	–	–	﹤0.01%	857
2018 Q4	$15K	Hold	200	–	–	﹤0.01%	722
2018 Q3	$16K	Buy	+200	New	+$15.1K	﹤0.01%	711
2016 Q2	–	Sell	-250	Closed	-$15K	–	875
2016 Q1	$15K	Buy	+250	New	+$15K	﹤0.01%	542

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Sonora Investment Management's AZN Position: Q3 2021 in Review

Sonora Investment Management increased its AstraZeneca (AZN) stake by 1.7% in Q3 2021, buying an estimated $582 and bringing the position to 302 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Sonora Investment Management first reported a position in AZN in Q1 2016 and has held it in 13 quarters since. 906 funds tracked by Wall St. Rank hold AZN as of Q3 2021.

Sonora Investment Management held 302 shares of AstraZeneca worth $36K as of Q3 2021.
Sonora Investment Management bought 5 AstraZeneca shares in Q3 2021, an estimated $582.
AstraZeneca made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #491 holding.
Sonora Investment Management first reported a position in AstraZeneca in Q1 2016 and has held it in 13 quarters since.
906 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.