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Sound View Wealth Advisors’s AstraZeneca AZN Stock Holding History

Sound View 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 		$1.66M Sell
20,492
-2,338
-10% -$184K 0.52% 59
2018
Q4 		$1.73M Buy
+22,830
New +$1.78M 0.63% 49

Other funds holding AZN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sound View Wealth Advisors's AZN Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its AstraZeneca (AZN) stake by 10% in Q1 2019, selling an estimated $184K and leaving 20,492 shares worth $1.66M. The position accounts for 0.52% of the portfolio, ranked #59.

Sound View Wealth Advisors first reported a position in AZN in Q4 2018 and has held it in 2 quarters since. The position peaked at $1.73M in Q4 2018. 559 funds tracked by Wall St. Rank hold AZN as of Q1 2019.

  • Sound View Wealth Advisors held 20,492 shares of AstraZeneca worth $1.66M as of Q1 2019.
  • Sound View Wealth Advisors sold 2,338 AstraZeneca shares in Q1 2019, an estimated $184K.
  • AstraZeneca made up 0.52% of Sound View Wealth Advisors's portfolio in Q1 2019, its #59 holding.
  • Sound View Wealth Advisors first reported a position in AstraZeneca in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's AstraZeneca position peaked at $1.73M in Q4 2018.
  • 559 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.