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

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

Wellington Management Group

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

Primecap Management

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

Capital International Investors

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

Fidelity Investments

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

Jennison Associates

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return