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Barlow Wealth Partners’s AstraZeneca AZN Stock Holding History

Barlow 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
-120,444
Closed -$18.5M – 138
2024
Q3 		$18.5M Buy
120,444
+2,400
+2% +$387K 2.42% 12
2024
Q2 		$18.8M Buy
118,044
+46,333
+65% +$6.97M 2.61% 11
2024
Q1 		$9.89M Buy
+71,711
New +$9.5M 1.35% 38

Other funds holding AZN

T. Rowe Price Associates
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
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

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

Barlow Wealth Partners sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 120,444 shares — an estimated $18.5M sold.

Barlow Wealth Partners first reported a position in AZN in Q1 2024 and held it in 3 quarters. The position peaked at $18.8M in Q2 2024. 1,218 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

  • Barlow Wealth Partners reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
  • Barlow Wealth Partners sold 120,444 AstraZeneca shares in Q4 2024, an estimated $18.5M.
  • Barlow Wealth Partners first reported a position in AstraZeneca in Q1 2024 and held it in 3 quarters.
  • Barlow Wealth Partners's AstraZeneca position peaked at $18.8M in Q2 2024.
  • 1,218 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Barlow Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.