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

Other funds holding AZN

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

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

Jennison Associates New York $167B AUM 44.17% 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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Taylor Hoffman Wealth Management's AZN Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of AstraZeneca (AZN) in Q3 2020, closing a stake of 100 shares — an estimated $11K sold.

Taylor Hoffman Wealth Management first reported a position in AZN in Q4 2017 and held it in 10 quarters. The position peaked at $86K in Q1 2018. 723 funds tracked by Wall St. Rank hold AZN as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining AstraZeneca position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 100 AstraZeneca shares in Q3 2020, an estimated $11K.
Taylor Hoffman Wealth Management first reported a position in AstraZeneca in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's AstraZeneca position peaked at $86K in Q1 2018.
723 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.