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Wealth Quarterback’s AstraZeneca AZN Stock Holding History

Wealth Quarterback’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 		$11K Buy
89
+1
+1% +$116 0.01% 445
2021
Q2 		$11K Buy
+88
New +$9.65K 0.01% 455
2020
Q1 		– Sell
-1,129
Closed -$14.1K – 983
2019
Q4 		$14.1K Buy
+1,129
New +$106K 0.01% 445

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealth Quarterback's AZN Position: Q3 2021 in Review

Wealth Quarterback increased its AstraZeneca (AZN) stake by 1.1% in Q3 2021, buying an estimated $116 and bringing the position to 89 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #445.

Wealth Quarterback first reported a position in AZN in Q4 2019 and has held it in 3 quarters since. The position peaked at $14.1K in Q4 2019. 908 funds tracked by Wall St. Rank hold AZN as of Q3 2021.

  • Wealth Quarterback held 89 shares of AstraZeneca worth $11K as of Q3 2021.
  • Wealth Quarterback bought 1 AstraZeneca share in Q3 2021, an estimated $116.
  • AstraZeneca made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #445 holding.
  • Wealth Quarterback first reported a position in AstraZeneca in Q4 2019 and has held it in 3 quarters since.
  • Wealth Quarterback's AstraZeneca position peaked at $14.1K in Q4 2019.
  • 908 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.