TCI Wealth Advisors’s AstraZeneca AZN Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-908	Closed	-$126K	–	400
2023 Q1	$126K	Buy	908 +1	+0.1%	+$135	0.02%	241
2022 Q4	$123K	Buy	907 +609	+204%	+$76.4K	0.02%	228
2022 Q3	$33K	Buy	298 +1	+0.3%	+$127	0.01%	483
2022 Q2	$39K	Sell	297 -8	-3%	-$1.05K	0.01%	433
2022 Q1	$40K	Sell	305 -96	-24%	-$11.5K	0.01%	465
2021 Q4	$47K	Buy	401 +78	+24%	+$9.18K	0.01%	428
2021 Q3	$39K	Buy	323 +53	+20%	+$6.17K	0.01%	485
2021 Q2	$32K	Hold	270	–	–	0.01%	502
2021 Q1	$27K	Sell	270 -305	-53%	-$30.7K	0.01%	495
2020 Q4	$57K	Buy	575 +481	+512%	+$50.9K	0.03%	313
2020 Q3	$10K	Sell	94 -96	-51%	-$10.7K	﹤0.01%	577
2020 Q2	$20K	Buy	+190	New	+$19.6K	0.01%	443
2020 Q1	–	Sell	-44	Closed	-$4K	–	1474
2019 Q4	$4K	Buy	+44	New	+$4.14K	﹤0.01%	894
2017 Q1	–	Sell	-65	Closed	-$4K	–	1284
2016 Q4	$4K	Buy	65 +45	+225%	+$2.56K	﹤0.01%	805
2016 Q3	$1K	Buy	+20	New	+$1.31K	﹤0.01%	1082
2015 Q4	–	Sell	-280	Closed	-$18K	–	1024
2015 Q3	$18K	Buy	+280	New	+$18.4K	0.01%	410
2013 Q3	–	Sell	-2,000	Closed	-$95K	–	786
2013 Q2	$95K	Buy	+2,000	New	+$102K	0.07%	157

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCI Wealth Advisors's AZN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of AstraZeneca (AZN) in Q2 2023, closing a stake of 908 shares — an estimated $126K sold.

TCI Wealth Advisors first reported a position in AZN in Q2 2013 and held it in 17 quarters. The position peaked at $126K in Q1 2023. 1,090 funds tracked by Wall St. Rank hold AZN as of Q2 2023.

TCI Wealth Advisors reported no remaining AstraZeneca position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 908 AstraZeneca shares in Q2 2023, an estimated $126K.
TCI Wealth Advisors first reported a position in AstraZeneca in Q2 2013 and held it in 17 quarters.
TCI Wealth Advisors's AstraZeneca position peaked at $126K in Q1 2023.
1,090 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.