TCWP’s AstraZeneca AZN Stock Holding History

TCWP’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
2022 Q2	–	Sell	-515	Closed	-$68K	–	392
2022 Q1	$68K	Buy	+515	New	+$61.8K	0.01%	421

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

TCWP's AZN Position: Q2 2022 in Review

TCWP sold out of AstraZeneca (AZN) in Q2 2022, closing a stake of 515 shares — an estimated $68K sold.

TCWP first reported a position in AZN in Q1 2022 and held it in 1 quarter. The position peaked at $68K in Q1 2022. 1,015 funds tracked by Wall St. Rank hold AZN as of Q2 2022.

TCWP reported no remaining AstraZeneca position as of Q2 2022 after selling out during the quarter.
TCWP sold 515 AstraZeneca shares in Q2 2022, an estimated $68K.
TCWP first reported a position in AstraZeneca in Q1 2022 and held it in 1 quarter.
TCWP's AstraZeneca position peaked at $68K in Q1 2022.
1,015 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.