Able Wealth Management’s AstraZeneca AZN Stock Holding History

Able Wealth 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
2024 Q1	–	Sell	-200	Closed	-$27K	–	132
2023 Q4	$27K	Buy	+200	New	+$26K	0.02%	180

Other funds holding AZN

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

Able Wealth Management's AZN Position: Q1 2024 in Review

Able Wealth Management sold out of AstraZeneca (AZN) in Q1 2024, closing a stake of 200 shares — an estimated $27K sold.

Able Wealth Management first reported a position in AZN in Q4 2023 and held it in 1 quarter. The position peaked at $27K in Q4 2023. 1,142 funds tracked by Wall St. Rank hold AZN as of Q1 2024.

Able Wealth Management reported no remaining AstraZeneca position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 200 AstraZeneca shares in Q1 2024, an estimated $27K.
Able Wealth Management first reported a position in AstraZeneca in Q4 2023 and held it in 1 quarter.
Able Wealth Management's AstraZeneca position peaked at $27K in Q4 2023.
1,142 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.