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

Other funds holding AZN

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

YorkBridge Wealth Partners's AZN Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of AstraZeneca (AZN) in Q3 2019, closing a stake of 1,708 shares — an estimated $141K sold.

YorkBridge Wealth Partners first reported a position in AZN in Q4 2016 and held it in 11 quarters. The position peaked at $147K in Q3 2018. 555 funds tracked by Wall St. Rank hold AZN as of Q3 2019.

YorkBridge Wealth Partners reported no remaining AstraZeneca position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,708 AstraZeneca shares in Q3 2019, an estimated $141K.
YorkBridge Wealth Partners first reported a position in AstraZeneca in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's AstraZeneca position peaked at $147K in Q3 2018.
555 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.