Baldwin Wealth Partners’s AstraZeneca AZN Stock Holding History

Baldwin Wealth Partners’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	-165	Closed	-$25.7K	–	293
2024 Q3	$25.7K	Sell	165 -284	-63%	-$45.8K	﹤0.01%	660
2024 Q2	$70K	Buy	449 +49	+12%	+$7.37K	0.01%	299
2024 Q1	$54.2K	Sell	400 -144	-26%	-$19.1K	﹤0.01%	357
2023 Q4	$73.2K	Sell	544 -1,390	-72%	-$181K	0.01%	319
2023 Q3	$262K	Hold	1,934	–	–	0.02%	199
2023 Q2	$277K	Buy	1,934 +78	+4%	+$11.5K	0.02%	212
2023 Q1	$258K	Buy	1,856 +685	+58%	+$92.2K	0.02%	217
2022 Q4	$159K	Buy	1,171 +621	+113%	+$77.9K	0.01%	259
2022 Q3	$61K	Buy	550 +400	+267%	+$50.7K	0.01%	305
2022 Q2	$20K	Hold	150	–	–	﹤0.01%	471
2022 Q1	$20K	Buy	+150	New	+$18K	﹤0.01%	476
2019 Q3	–	Sell	-53	Closed	-$4K	–	522
2019 Q2	$4K	Buy	+53	New	+$4.16K	﹤0.01%	472

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

Baldwin Wealth Partners's AZN Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 165 shares — an estimated $25.7K sold.

Baldwin Wealth Partners first reported a position in AZN in Q2 2019 and held it in 12 quarters. The position peaked at $277K in Q2 2023. 1,219 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

Baldwin Wealth Partners reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 165 AstraZeneca shares in Q4 2024, an estimated $25.7K.
Baldwin Wealth Partners first reported a position in AstraZeneca in Q2 2019 and held it in 12 quarters.
Baldwin Wealth Partners's AstraZeneca position peaked at $277K in Q2 2023.
1,219 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.