Squar Milner Financial Services’s AstraZeneca AZN Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-65	Closed	-$5K	–	249
2020 Q1	$5K	Hold	65	–	–	﹤0.01%	592
2019 Q4	$6K	Buy	+65	New	+$6.12K	﹤0.01%	618
2019 Q3	–	Sell	-145	Closed	-$12K	–	257
2019 Q2	$12K	Sell	145 -198	-58%	-$15.5K	0.01%	502
2019 Q1	$27K	Hold	343	–	–	0.02%	394
2018 Q4	$26K	Buy	343 +89	+35%	+$6.95K	0.03%	362
2018 Q3	$20K	Buy	254 +50	+25%	+$3.78K	0.02%	410
2018 Q2	$14K	Buy	+204	New	+$14.7K	0.01%	526

Other funds holding AZN

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Squar Milner Financial Services's AZN Position: Q2 2020 in Review

Squar Milner Financial Services sold out of AstraZeneca (AZN) in Q2 2020, closing a stake of 65 shares — an estimated $5K sold.

Squar Milner Financial Services first reported a position in AZN in Q2 2018 and held it in 7 quarters. The position peaked at $27K in Q1 2019. 669 funds tracked by Wall St. Rank hold AZN as of Q2 2020.

Squar Milner Financial Services reported no remaining AstraZeneca position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 65 AstraZeneca shares in Q2 2020, an estimated $5K.
Squar Milner Financial Services first reported a position in AstraZeneca in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's AstraZeneca position peaked at $27K in Q1 2019.
669 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.