Stonebridge Financial Planning Group’s AstraZeneca AZN Stock Holding History

Stonebridge Financial Planning Group’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 Q1	–	Sell	-1,000	Closed	-$119K	–	134
2021 Q4	$119K	Hold	1,000	–	–	0.06%	145
2021 Q3	$128K	Hold	1,000	–	–	0.06%	147
2021 Q2	$121K	Sell	1,000 -300	-23%	-$32.9K	0.06%	143
2021 Q1	$128K	Hold	1,300	–	–	0.07%	137
2020 Q4	$130K	Hold	1,300	–	–	0.08%	131
2020 Q3	$138K	Hold	1,300	–	–	0.1%	111
2020 Q2	$140K	Hold	1,300	–	–	0.12%	109
2020 Q1	$114K	Hold	1,300	–	–	0.11%	113
2019 Q4	$130K	Buy	+1,300	New	+$122K	0.12%	112

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Primecap Management

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Capital International Investors

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

Fisher Asset Management

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CIBC Private Wealth Group

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return