Atticus Wealth Management’s AstraZeneca AZN Stock Holding History

Atticus 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
2025 Q1	–	Sell	-14	Closed	-$1.83K	–	515
2024 Q4	$1.83K	Sell	14 -1	-7%	-$140	﹤0.01%	473
2024 Q3	$2.26K	Hold	15	–	–	﹤0.01%	463
2024 Q2	$2.34K	Sell	15 -3	-17%	-$451	﹤0.01%	454
2024 Q1	$2.37K	Sell	18 -35	-66%	-$4.63K	﹤0.01%	472
2023 Q4	$7.07K	Sell	53 -51	-49%	-$6.63K	﹤0.01%	430
2023 Q3	$14K	Sell	104 -5	-5%	-$683	0.01%	369
2023 Q2	$15.5K	Buy	109 +14	+15%	+$2.06K	0.01%	360
2023 Q1	$13.1K	Sell	95 -1,013	-91%	-$136K	0.01%	361
2022 Q4	$150K	Sell	1,108 -125	-10%	-$15.7K	0.06%	144
2022 Q3	$163K	Hold	1,233	–	–	0.08%	127
2022 Q2	$163K	Sell	1,233 -366	-23%	-$48K	0.07%	143
2022 Q1	$212K	Sell	1,599 -29	-2%	-$3.48K	0.08%	138
2021 Q4	$190K	Buy	1,628 +1,428	+714%	+$168K	0.07%	125
2021 Q3	$24K	Hold	200	–	–	0.01%	298
2021 Q2	$24K	Hold	200	–	–	0.01%	276
2021 Q1	$20K	Hold	200	–	–	0.01%	271
2020 Q4	$20K	Buy	200 +50	+33%	+$5.3K	0.01%	261
2020 Q3	$16K	Hold	150	–	–	0.01%	233
2020 Q2	$16K	Buy	+150	New	+$15.5K	0.01%	222
2020 Q1	–	Sell	-5	Closed	–	–	314
2019 Q4	$0	Buy	+5	New	+$471	﹤0.01%	383

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 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