BDO Wealth Advisors’s AstraZeneca AZN Stock Holding History

BDO Wealth Advisors’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 Q2	$99K	Buy	692 +184	+36%	+$27.1K	0.01%	345
2023 Q1	$70.5K	Hold	508	–	–	0.01%	364
2022 Q4	$68.8K	Hold	508	–	–	0.01%	372
2022 Q3	$56K	Hold	508	–	–	0.01%	392
2022 Q2	$67K	Sell	508 -76	-13%	-$9.97K	0.01%	373
2022 Q1	$77K	Sell	584 -250	-30%	-$30K	0.01%	366
2021 Q4	$97K	Buy	834 +482	+137%	+$56.7K	0.01%	353
2021 Q3	$42K	Buy	352 +251	+249%	+$29.2K	﹤0.01%	474
2021 Q2	$12K	Hold	101	–	–	﹤0.01%	719
2021 Q1	$10K	Sell	101 -63	-38%	-$6.33K	﹤0.01%	725
2020 Q4	$16K	Buy	164 +63	+62%	+$6.67K	﹤0.01%	483
2020 Q3	$11K	Sell	101 -100	-50%	-$11.1K	﹤0.01%	477
2020 Q2	$21K	Hold	201	–	–	﹤0.01%	419
2020 Q1	$18K	Buy	201 +100	+99%	+$9.41K	﹤0.01%	464
2019 Q4	$10K	Hold	101	–	–	﹤0.01%	432
2019 Q3	$9K	Hold	101	–	–	﹤0.01%	459
2019 Q2	$8K	Sell	101 -170	-63%	-$13.3K	﹤0.01%	456
2019 Q1	$22K	Hold	271	–	–	0.01%	366
2018 Q4	$21K	Sell	271 -172	-39%	-$13.4K	0.01%	340
2018 Q3	$35K	Buy	443 +120	+37%	+$9.08K	0.01%	330
2018 Q2	$23K	Sell	323 -109	-25%	-$7.84K	0.01%	369
2018 Q1	$30K	Sell	432 -27	-6%	-$1.87K	0.01%	287
2017 Q4	$32K	Buy	459 +1	+0.2%	+$67	0.01%	241
2017 Q3	$31K	Sell	458 -43	-9%	-$2.72K	0.02%	228
2017 Q2	$34K	Buy	+501	New	+$32.7K	0.01%	259

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BDO Wealth Advisors's AZN Position: Q2 2023 in Review

BDO Wealth Advisors increased its AstraZeneca (AZN) stake by 36% in Q2 2023, buying an estimated $27.1K and bringing the position to 692 shares worth $99K. The position accounts for 0.01% of the portfolio, ranked #345.

BDO Wealth Advisors first reported a position in AZN in Q2 2017 and has held it in 25 quarters since. 1,092 funds tracked by Wall St. Rank hold AZN as of Q2 2023.

BDO Wealth Advisors held 692 shares of AstraZeneca worth $99K as of Q2 2023.
BDO Wealth Advisors bought 184 AstraZeneca shares in Q2 2023, an estimated $27.1K.
AstraZeneca made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #345 holding.
BDO Wealth Advisors first reported a position in AstraZeneca in Q2 2017 and has held it in 25 quarters since.
1,092 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.