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Angeles Investment Advisors’s AstraZeneca AZN Stock Holding History

Angeles Investment Advisors’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
2025
Q1 		– Sell
-2,074
Closed -$272K – 55
2024
Q4 		$272K Sell
2,074
-221
-10% -$30.9K 0.01% 152
2024
Q3 		$358K Hold
2,295
– – 0.02% 143
2024
Q2 		$358K Buy
+2,295
New +$345K 0.02% 146
2022
Q2 		– Sell
-2,725
Closed -$362K – 111
2022
Q1 		$362K Sell
2,725
-496
-15% -$59.5K 0.03% 69
2021
Q4 		$375K Buy
3,221
+426
+15% +$50.1K 0.02% 148
2021
Q3 		$336K Buy
+2,795
New +$325K 0.02% 148

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Angeles Investment Advisors's AZN Position: Q1 2025 in Review

Angeles Investment Advisors sold out of AstraZeneca (AZN) in Q1 2025, closing a stake of 2,074 shares — an estimated $272K sold.

Angeles Investment Advisors first reported a position in AZN in Q3 2021 and held it in 6 quarters. The position peaked at $375K in Q4 2021. 1,250 funds tracked by Wall St. Rank hold AZN as of Q1 2025.

  • Angeles Investment Advisors reported no remaining AstraZeneca position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 2,074 AstraZeneca shares in Q1 2025, an estimated $272K.
  • Angeles Investment Advisors first reported a position in AstraZeneca in Q3 2021 and held it in 6 quarters.
  • Angeles Investment Advisors's AstraZeneca position peaked at $375K in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.