Tarbox Family Office’s AstraZeneca AZN Stock Holding History

Tarbox Family Office’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	-8	Closed	-$1K	–	1116
2021 Q3	$1K	Buy	8 +7	+700%	+$815	﹤0.01%	1018
2021 Q2	$0	Hold	1	–	–	﹤0.01%	1148
2021 Q1	$0	Hold	1	–	–	﹤0.01%	1148
2020 Q4	$0	Hold	1	–	–	﹤0.01%	1139
2020 Q3	$0	Buy	+1	New	+$111	﹤0.01%	1149

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

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

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

Norges Bank Oslo, Norway $1T AUM

Tarbox Family Office's AZN Position: Q4 2021 in Review

Tarbox Family Office sold out of AstraZeneca (AZN) in Q4 2021, closing a stake of 8 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in AZN in Q3 2020 and held it in 5 quarters. The position peaked at $1K in Q3 2021. 949 funds tracked by Wall St. Rank hold AZN as of Q4 2021.

Tarbox Family Office reported no remaining AstraZeneca position as of Q4 2021 after selling out during the quarter.
Tarbox Family Office sold 8 AstraZeneca shares in Q4 2021, an estimated $1K.
Tarbox Family Office first reported a position in AstraZeneca in Q3 2020 and held it in 5 quarters.
Tarbox Family Office's AstraZeneca position peaked at $1K in Q3 2021.
949 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2021.

Based on Tarbox Family Office's 13F filing for Q4 2021, filed 6 Jan 2022.