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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Accel Wealth Management's AZN Position: Q2 2023 in Review

Accel Wealth Management sold out of AstraZeneca (AZN) in Q2 2023, closing a stake of 145 shares — an estimated $20.1K sold.

Accel Wealth Management first reported a position in AZN in Q4 2020 and held it in 10 quarters. The position peaked at $22K in Q4 2020. 1,090 funds tracked by Wall St. Rank hold AZN as of Q2 2023.

Accel Wealth Management reported no remaining AstraZeneca position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 145 AstraZeneca shares in Q2 2023, an estimated $20.1K.
Accel Wealth Management first reported a position in AstraZeneca in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's AstraZeneca position peaked at $22K in Q4 2020.
1,090 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.