YorkBridge Wealth Partners’s AstraZeneca AZN Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-1,708	Closed	-$141K	–	206
2019 Q2	$141K	Buy	1,708 +36	+2%	+$2.82K	0.06%	235
2019 Q1	$135K	Sell	1,672 -190	-10%	-$15K	0.06%	231
2018 Q4	$141K	Hold	1,862	–	–	0.07%	193
2018 Q3	$147K	Hold	1,862	–	–	0.07%	216
2018 Q2	$131K	Hold	1,862	–	–	0.06%	242
2018 Q1	$135K	Hold	1,862	–	–	0.06%	233
2017 Q4	$126K	Sell	1,862 -22	-1%	-$1.48K	0.06%	239
2017 Q3	$128K	Sell	1,884 -22	-1%	-$1.39K	0.07%	227
2017 Q2	$129K	Hold	1,906	–	–	0.07%	220
2017 Q1	$117K	Sell	1,906 -21	-1%	-$1.22K	0.06%	231
2016 Q4	$104K	Buy	+1,927	New	+$109K	0.06%	235

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Fidelity Investments

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Jennison Associates

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Capital International Investors

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

Fisher Asset Management

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T. Rowe Price Associates

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Bank of America

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return