Ahrens Investment Partners’s AstraZeneca AZN Stock Holding History

Ahrens 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
2023 Q1	$92K	Buy	+663	New	+$89.2K	0.05%	226
2022 Q3	–	Sell	-647	Closed	-$85K	–	218
2022 Q2	$85K	Hold	647	–	–	0.04%	245
2022 Q1	$86K	Hold	647	–	–	0.03%	295
2021 Q4	$75K	Buy	+647	New	+$76.1K	0.03%	339
2020 Q4	–	Sell	-3,152	Closed	-$345K	–	189
2020 Q3	$345K	Sell	3,152 -10,886	-78%	-$1.21M	0.23%	101
2020 Q2	$1.49M	Buy	+14,038	New	+$1.45M	0.9%	31

Other funds holding AZN

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

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

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ahrens Investment Partners's AZN Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in AstraZeneca (AZN) in Q1 2023: 663 shares worth $92K. The stake represents 0.05% of the portfolio and ranks #226 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in AZN as recently as Q2 2022.

Ahrens Investment Partners first reported a position in AZN in Q2 2020 and has held it in 6 quarters since. The position peaked at $1.49M in Q2 2020. 1,056 funds tracked by Wall St. Rank hold AZN as of Q1 2023.

Ahrens Investment Partners held 663 shares of AstraZeneca worth $92K as of Q1 2023.
AstraZeneca was a new Ahrens Investment Partners position in Q1 2023.
AstraZeneca made up 0.05% of Ahrens Investment Partners's portfolio in Q1 2023, its #226 holding.
Ahrens Investment Partners first reported a position in AstraZeneca in Q2 2020 and has held it in 6 quarters since.
Ahrens Investment Partners's AstraZeneca position peaked at $1.49M in Q2 2020.
1,056 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.