Baystate Wealth Management’s AstraZeneca AZN Stock Holding History

Baystate 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
2023 Q4	$25.8K	Buy	192 +14	+8%	+$1.82K	﹤0.01%	506
2023 Q3	$24.1K	Sell	178 -8	-4%	-$1.09K	﹤0.01%	450
2023 Q2	$26.7K	Hold	186	–	–	﹤0.01%	419
2023 Q1	$25.9K	Buy	186 +12	+7%	+$1.61K	﹤0.01%	425
2022 Q4	$24K	Hold	174	–	–	﹤0.01%	428
2022 Q3	$19K	Buy	174 +1	+0.6%	+$127	﹤0.01%	433
2022 Q2	$23K	Hold	173	–	–	﹤0.01%	426
2022 Q1	$23K	Buy	173 +2	+1%	+$240	﹤0.01%	428
2021 Q4	$20K	Sell	171 -310	-64%	-$36.5K	﹤0.01%	469
2021 Q3	$58K	Buy	+481	New	+$56K	0.01%	283

Other funds holding AZN

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

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

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return