Avitas Wealth Management’s AstraZeneca AZN Stock Holding History

Avitas 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
2024 Q4	$1.93M	Sell	14,705 -9,468	-39%	-$1.33M	0.27%	95
2024 Q3	$3.77M	Buy	24,173 +271	+1%	+$43.7K	0.53%	48
2024 Q2	$3.73M	Buy	23,902 +4,474	+23%	+$673K	0.55%	44
2024 Q1	$2.63M	Buy	19,428 +201	+1%	+$26.6K	0.4%	63
2023 Q4	$2.59M	Buy	19,227 +5,196	+37%	+$675K	0.43%	62
2023 Q3	$1.9M	Buy	+14,031	New	+$1.92M	0.36%	80
2022 Q3	–	Sell	-1,994	Closed	-$263K	–	184
2022 Q2	$263K	Buy	+1,994	New	+$262K	0.06%	173

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

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

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Avitas Wealth Management's AZN Position: Q4 2024 in Review

Avitas Wealth Management reduced its AstraZeneca (AZN) stake by 39% in Q4 2024, selling an estimated $1.33M and leaving 14,705 shares worth $1.93M. The position accounts for 0.27% of the portfolio, ranked #95.

Avitas Wealth Management first reported a position in AZN in Q2 2022 and has held it in 7 quarters since. The position peaked at $3.77M in Q3 2024. 1,218 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

Avitas Wealth Management held 14,705 shares of AstraZeneca worth $1.93M as of Q4 2024.
Avitas Wealth Management sold 9,468 AstraZeneca shares in Q4 2024, an estimated $1.33M.
AstraZeneca made up 0.27% of Avitas Wealth Management's portfolio in Q4 2024, its #95 holding.
Avitas Wealth Management first reported a position in AstraZeneca in Q2 2022 and has held it in 7 quarters since.
Avitas Wealth Management's AstraZeneca position peaked at $3.77M in Q3 2024.
1,218 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.