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

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Stonebridge Financial Planning Group's AZN Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of AstraZeneca (AZN) in Q1 2022, closing a stake of 1,000 shares — an estimated $119K sold.

Stonebridge Financial Planning Group first reported a position in AZN in Q4 2019 and held it in 9 quarters. The position peaked at $140K in Q2 2020. 982 funds tracked by Wall St. Rank hold AZN as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining AstraZeneca position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 1,000 AstraZeneca shares in Q1 2022, an estimated $119K.
Stonebridge Financial Planning Group first reported a position in AstraZeneca in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's AstraZeneca position peaked at $140K in Q2 2020.
982 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.