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Walled Lake Planning & Wealth Management’s AstraZeneca AZN Stock Holding History

Walled Lake Planning & Wealth Management’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
Q4 		– Sell
-30
Closed -$4K – 123
2021
Q3 		$4K Buy
+30
New +$3.49K ﹤0.01% 289
2020
Q3 		– Sell
-189
Closed -$20K – 339
2020
Q2 		$20K Buy
+189
New +$19.5K 0.02% 152

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Walled Lake Planning & Wealth Management's AZN Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of AstraZeneca (AZN) in Q4 2021, closing a stake of 30 shares — an estimated $4K sold.

Walled Lake Planning & Wealth Management first reported a position in AZN in Q2 2020 and held it in 2 quarters. The position peaked at $20K in Q2 2020. 949 funds tracked by Wall St. Rank hold AZN as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining AstraZeneca position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 30 AstraZeneca shares in Q4 2021, an estimated $4K.
  • Walled Lake Planning & Wealth Management first reported a position in AstraZeneca in Q2 2020 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's AstraZeneca position peaked at $20K in Q2 2020.
  • 949 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.