THWM
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Taylor Hoffman Wealth Management’s AstraZeneca AZN Stock Holding History

Taylor Hoffman Wealth Management’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
-100
Closed -$11K – 130
2020
Q2 		$11K Buy
+100
New +$10.3K 0.01% 284
2020
Q1 		– Sell
-100
Closed -$10K – 128
2019
Q4 		$10K Hold
100
– – 0.01% 314
2019
Q3 		$9K Hold
100
– – 0.01% 313
2019
Q2 		$8K Hold
100
– – 0.01% 300
2019
Q1 		$8K Sell
100
-16
-14% -$1.26K 0.01% 296
2018
Q4 		$9K Hold
116
– – 0.01% 283
2018
Q3 		$9K Hold
116
– – 0.01% 290
2018
Q2 		$8K Sell
116
-1,107
-91% -$79.6K 0.01% 274
2018
Q1 		$86K Hold
1,223
– – 0.08% 137
2017
Q4 		$85K Buy
+1,223
New +$82.5K 0.08% 136

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Fidelity Investments
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Jennison Associates
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return