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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return