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3Chopt Investment Partners’s AstraZeneca AZN Stock Holding History

3Chopt Investment 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
2024
Q1 		– Sell
-2,188
Closed -$295K – 79
2023
Q4 		$295K Buy
+2,188
New +$284K 0.11% 146
2023
Q3 		– Sell
-2,188
Closed -$313K – 68
2023
Q2 		$313K Hold
2,188
– – 0.16% 114
2023
Q1 		$304K Hold
2,188
– – 0.16% 116
2022
Q4 		$297K Buy
+2,188
New +$274K 0.16% 111

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

3Chopt Investment Partners's AZN Position: Q1 2024 in Review

3Chopt Investment Partners sold out of AstraZeneca (AZN) in Q1 2024, closing a stake of 2,188 shares — an estimated $295K sold.

3Chopt Investment Partners first reported a position in AZN in Q4 2022 and held it in 4 quarters. The position peaked at $313K in Q2 2023. 1,142 funds tracked by Wall St. Rank hold AZN as of Q1 2024.

  • 3Chopt Investment Partners reported no remaining AstraZeneca position as of Q1 2024 after selling out during the quarter.
  • 3Chopt Investment Partners sold 2,188 AstraZeneca shares in Q1 2024, an estimated $295K.
  • 3Chopt Investment Partners first reported a position in AstraZeneca in Q4 2022 and held it in 4 quarters.
  • 3Chopt Investment Partners's AstraZeneca position peaked at $313K in Q2 2023.
  • 1,142 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2024.

Based on 3Chopt Investment Partners's 13F filing for Q1 2024, filed 15 May 2024.