SIAP
AZN icon

Sterling Investment Advisors (Pennsylvania)’s AstraZeneca AZN Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q3 		– Sell
-3
Closed – – 166
2022
Q2 		$0 Hold
3
– – ﹤0.01% 559
2022
Q1 		$0 Hold
3
– – ﹤0.01% 582
2021
Q4 		$0 Hold
3
– – ﹤0.01% 566
2021
Q3 		$0 Hold
3
– – ﹤0.01% 572
2021
Q2 		$0 Hold
3
– – ﹤0.01% 537
2021
Q1 		$0 Hold
3
– – ﹤0.01% 508
2020
Q4 		$0 Hold
3
– – ﹤0.01% 446
2020
Q3 		$0 Buy
+3
New +$334 ﹤0.01% 432
2017
Q3 		– Sell
-75
Closed -$5K – 346
2017
Q2 		$5K Buy
+75
New +$4.9K ﹤0.01% 321

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s AZN Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of AstraZeneca (AZN) in Q3 2022, closing a stake of 3 shares.

Sterling Investment Advisors (Pennsylvania) first reported a position in AZN in Q2 2017 and held it in 9 quarters. The position peaked at $5K in Q2 2017. 965 funds tracked by Wall St. Rank hold AZN as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining AstraZeneca position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 3 AstraZeneca shares in Q3 2022.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in AstraZeneca in Q2 2017 and held it in 9 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s AstraZeneca position peaked at $5K in Q2 2017.
  • 965 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.