tru Independence’s AstraZeneca AZN Stock Holding History

tru Independence’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
2021 Q3	–	Sell	-1,075	Closed	-$129K	–	205
2021 Q2	$129K	Buy	+1,075	New	+$118K	0.04%	112
2021 Q1	–	Sell	-1,072	Closed	-$107	–	330
2020 Q4	$107	Buy	+1,072	New	+$114K	﹤0.01%	451
2020 Q3	–	Sell	-1,064	Closed	-$113K	–	362
2020 Q2	$113K	Hold	1,064	–	–	0.02%	295
2020 Q1	$43K	Hold	1,064	–	–	0.01%	313
2019 Q4	$95K	Buy	+1,064	New	+$100K	0.01%	304

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

tru Independence's AZN Position: Q3 2021 in Review

tru Independence sold out of AstraZeneca (AZN) in Q3 2021, closing a stake of 1,075 shares — an estimated $129K sold.

tru Independence first reported a position in AZN in Q4 2019 and held it in 5 quarters. The position peaked at $129K in Q2 2021. 908 funds tracked by Wall St. Rank hold AZN as of Q3 2021.

tru Independence reported no remaining AstraZeneca position as of Q3 2021 after selling out during the quarter.
tru Independence sold 1,075 AstraZeneca shares in Q3 2021, an estimated $129K.
tru Independence first reported a position in AstraZeneca in Q4 2019 and held it in 5 quarters.
tru Independence's AstraZeneca position peaked at $129K in Q2 2021.
908 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.