WCM
AZN icon

Wealthcare Capital Management’s AstraZeneca AZN Stock Holding History

Wealthcare Capital 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
2020
Q1 		– Sell
-112
Closed -$11K – 281
2019
Q4 		$11K Buy
+112
New +$10.5K ﹤0.01% 178

Other funds holding AZN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthcare Capital Management's AZN Position: Q1 2020 in Review

Wealthcare Capital Management sold out of AstraZeneca (AZN) in Q1 2020, closing a stake of 112 shares — an estimated $11K sold.

Wealthcare Capital Management first reported a position in AZN in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 603 funds tracked by Wall St. Rank hold AZN as of Q1 2020.

  • Wealthcare Capital Management reported no remaining AstraZeneca position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 112 AstraZeneca shares in Q1 2020, an estimated $11K.
  • Wealthcare Capital Management first reported a position in AstraZeneca in Q4 2019 and held it in 1 quarter.
  • Wealthcare Capital Management's AstraZeneca position peaked at $11K in Q4 2019.
  • 603 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.