Taylor Wealth Management Partners’s AstraZeneca AZN Stock Holding History

Taylor Wealth Management Partners’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
2019 Q1	–	Sell	-150	Closed	-$11K	–	55
2018 Q4	$11K	Hold	150	–	–	0.01%	84
2018 Q3	$12K	Hold	150	–	–	0.01%	95
2018 Q2	$11K	Hold	150	–	–	﹤0.01%	105
2018 Q1	$10K	Hold	150	–	–	﹤0.01%	103
2017 Q4	$10K	Hold	150	–	–	﹤0.01%	129
2017 Q3	$10K	Hold	150	–	–	﹤0.01%	135
2017 Q2	$10K	Hold	150	–	–	﹤0.01%	135
2017 Q1	$9K	Sell	150 -200	-57%	-$11.6K	﹤0.01%	136
2016 Q4	$19K	Hold	350	–	–	0.01%	117
2016 Q3	$23K	Sell	350 -50	-13%	-$3.27K	0.01%	105
2016 Q2	$24K	Hold	400	–	–	0.01%	100
2016 Q1	$23K	Hold	400	–	–	0.01%	95
2015 Q4	$27K	Hold	400	–	–	0.01%	90
2015 Q3	$25K	Hold	400	–	–	0.01%	91
2015 Q2	$25K	Hold	400	–	–	0.01%	116
2015 Q1	$27K	Buy	+400	New	+$27.8K	0.01%	98

Other funds holding AZN

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

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

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

Taylor Wealth Management Partners's AZN Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of AstraZeneca (AZN) in Q1 2019, closing a stake of 150 shares — an estimated $11K sold.

Taylor Wealth Management Partners first reported a position in AZN in Q1 2015 and held it in 16 quarters. The position peaked at $27K in Q4 2015. 561 funds tracked by Wall St. Rank hold AZN as of Q1 2019.

Taylor Wealth Management Partners reported no remaining AstraZeneca position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 150 AstraZeneca shares in Q1 2019, an estimated $11K.
Taylor Wealth Management Partners first reported a position in AstraZeneca in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's AstraZeneca position peaked at $27K in Q4 2015.
561 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.