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Sterling Financial Planning’s AstraZeneca AZN Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-100
Closed -$12K – 123
2021
Q3 		$12K Hold
100
– – 0.01% 299
2021
Q2 		$12K Hold
100
– – 0.01% 287
2021
Q1 		$10K Sell
100
-50
-33% -$5.03K 0.01% 274
2020
Q4 		$15K Buy
+150
New +$15.9K 0.01% 234

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sterling Financial Planning's AZN Position: Q4 2021 in Review

Sterling Financial Planning sold out of AstraZeneca (AZN) in Q4 2021, closing a stake of 100 shares — an estimated $12K sold.

Sterling Financial Planning first reported a position in AZN in Q4 2020 and held it in 4 quarters. The position peaked at $15K in Q4 2020. 949 funds tracked by Wall St. Rank hold AZN as of Q4 2021.

  • Sterling Financial Planning reported no remaining AstraZeneca position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 100 AstraZeneca shares in Q4 2021, an estimated $12K.
  • Sterling Financial Planning first reported a position in AstraZeneca in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's AstraZeneca position peaked at $15K in Q4 2020.
  • 949 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.