Atlanta Consulting Group Advisors’s AstraZeneca AZN Stock Holding History

Atlanta Consulting Group 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
2024 Q4	–	Sell	-1,309	Closed	-$204K	–	138
2024 Q3	$204K	Buy	+1,309	New	+$211K	0.05%	223
2024 Q2	–	Sell	-1,658	Closed	-$225K	–	122
2024 Q1	$225K	Buy	+1,658	New	+$220K	0.08%	121

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Atlanta Consulting Group Advisors's AZN Position: Q4 2024 in Review

Atlanta Consulting Group Advisors sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 1,309 shares — an estimated $204K sold.

Atlanta Consulting Group Advisors first reported a position in AZN in Q1 2024 and held it in 2 quarters. The position peaked at $225K in Q1 2024. 1,220 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

Atlanta Consulting Group Advisors reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
Atlanta Consulting Group Advisors sold 1,309 AstraZeneca shares in Q4 2024, an estimated $204K.
Atlanta Consulting Group Advisors first reported a position in AstraZeneca in Q1 2024 and held it in 2 quarters.
Atlanta Consulting Group Advisors's AstraZeneca position peaked at $225K in Q1 2024.
1,220 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Atlanta Consulting Group Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.