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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
2020
Q3 		– Sell
-10
Closed -$17K – 431
2020
Q2 		$17K Buy
+10
New +$1.03K 0.01% 312

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Wellington Management Group
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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 $1.9T AUM 41.92% 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 $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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. 966 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.
  • 966 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.