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Annapolis Financial Services’s AstraZeneca AZN Stock Holding History

Annapolis Financial Services’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
Q3 		$935 Buy
+6
New +$969 ﹤0.01% 365
2021
Q2 		– Sell
-3
Closed – – 421
2021
Q1 		$0 Buy
+3
New +$302 ﹤0.01% 414

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Annapolis Financial Services's AZN Position: Q3 2024 in Review

Annapolis Financial Services opened a new position in AstraZeneca (AZN) in Q3 2024: 6 shares worth $935. The stake represents ﹤0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: Annapolis Financial Services previously reported a position in AZN as recently as Q1 2021.

Annapolis Financial Services first reported a position in AZN in Q1 2021 and has held it in 2 quarters since. 1,229 funds tracked by Wall St. Rank hold AZN as of Q3 2024.

  • Annapolis Financial Services held 6 shares of AstraZeneca worth $935 as of Q3 2024.
  • AstraZeneca was a new Annapolis Financial Services position in Q3 2024.
  • AstraZeneca made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #365 holding.
  • Annapolis Financial Services first reported a position in AstraZeneca in Q1 2021 and has held it in 2 quarters since.
  • 1,229 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.