Accel Wealth Management’s AstraZeneca AZN Stock Holding History

Accel 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
2023 Q2	–	Sell	-145	Closed	-$20.1K	–	225
2023 Q1	$20.1K	Hold	145	–	–	0.01%	707
2022 Q4	$19.7K	Hold	145	–	–	0.01%	554
2022 Q3	$17K	Hold	145	–	–	0.01%	602
2022 Q2	$20K	Hold	145	–	–	0.01%	537
2022 Q1	$19K	Sell	145 -29	-17%	-$3.48K	0.01%	571
2021 Q4	$20K	Buy	174 +29	+20%	+$3.41K	0.01%	567
2021 Q3	$17K	Sell	145 -28	-16%	-$3.26K	0.01%	534
2021 Q2	$21K	Hold	173	–	–	0.01%	526
2021 Q1	$17K	Sell	173 -50	-22%	-$5.03K	0.01%	542
2020 Q4	$22K	Buy	+223	New	+$23.6K	0.02%	462

Other funds holding AZN

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return