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

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Capital International Investors

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Wellington Management Group

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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

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

Jennison Associates

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

Sanders Capital

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