Tru Independence Asset Management 2’s AstraZeneca AZN Stock Holding History

Tru Independence Asset Management 2’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 Q3	$749K	Buy	6,826 +4,866	+248%	+$617K	0.8%	21
2022 Q2	$259K	Sell	1,960 -333	-15%	-$43.7K	0.21%	53
2022 Q1	$304K	Buy	2,293 +27	+1%	+$3.24K	0.17%	67
2021 Q4	$264K	Sell	2,266 -433	-16%	-$50.9K	0.14%	110
2021 Q3	$324K	Sell	2,699 -492	-15%	-$57.3K	0.23%	76
2021 Q2	$382K	Hold	3,191	–	–	0.26%	79
2021 Q1	$317K	Sell	3,191 -364	-10%	-$36.6K	0.25%	80
2020 Q4	$355K	Buy	+3,555	New	+$377K	0.3%	72

Other funds holding AZN

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

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

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

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Tru Independence Asset Management 2's AZN Position: Q3 2022 in Review

Tru Independence Asset Management 2 increased its AstraZeneca (AZN) stake by 248% in Q3 2022, buying an estimated $617K and bringing the position to 6,826 shares worth $749K. The position accounts for 0.8% of the portfolio, ranked #21.

Tru Independence Asset Management 2 first reported a position in AZN in Q4 2020 and has held it in 8 quarters since. 965 funds tracked by Wall St. Rank hold AZN as of Q3 2022.

Tru Independence Asset Management 2 held 6,826 shares of AstraZeneca worth $749K as of Q3 2022.
Tru Independence Asset Management 2 bought 4,866 AstraZeneca shares in Q3 2022, an estimated $617K.
AstraZeneca made up 0.8% of Tru Independence Asset Management 2's portfolio in Q3 2022, its #21 holding.
Tru Independence Asset Management 2 first reported a position in AstraZeneca in Q4 2020 and has held it in 8 quarters since.
965 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q3 2022, filed 31 Oct 2022.