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BSW Wealth Partners’s AstraZeneca AZN Stock Holding History

BSW 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
-1,328
Closed -$207K – 311
2024
Q3 		$207K Sell
1,328
-348
-21% -$56.2K 0.03% 289
2024
Q2 		$261K Buy
+1,676
New +$252K 0.04% 238
2023
Q4 		– Sell
-1,559
Closed -$211K – 275
2023
Q3 		$211K Buy
+1,559
New +$213K 0.05% 223
2023
Q2 		– Sell
-7,549
Closed -$1.05M – 284
2023
Q1 		$1.05M Sell
7,549
-617
-8% -$83K 0.21% 63
2022
Q4 		$1.11M Buy
8,166
+1,263
+18% +$158K 0.24% 61
2022
Q3 		$757K Buy
6,903
+1,426
+26% +$181K 0.19% 71
2022
Q2 		$724K Buy
5,477
+647
+13% +$84.9K 0.17% 80
2022
Q1 		$641K Buy
4,830
+546
+13% +$65.5K 0.16% 103
2021
Q4 		$499K Buy
4,284
+361
+9% +$42.5K 0.13% 122
2021
Q3 		$471K Buy
3,923
+390
+11% +$45.4K 0.13% 111
2021
Q2 		$423K Buy
3,533
+865
+32% +$94.9K 0.12% 114
2021
Q1 		$265K Sell
2,668
-1,311
-33% -$132K 0.08% 160
2020
Q4 		$398K Buy
3,979
+607
+18% +$64.3K 0.12% 98
2020
Q3 		$370K Buy
3,372
+288
+9% +$32K 0.14% 88
2020
Q2 		$326K Buy
+3,084
New +$319K 0.11% 92
2020
Q1 		– Sell
-4,722
Closed -$471K – 115
2019
Q4 		$471K Buy
+4,722
New +$445K 0.16% 66

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

BSW Wealth Partners sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 1,328 shares — an estimated $207K sold.

BSW Wealth Partners first reported a position in AZN in Q4 2019 and held it in 16 quarters. The position peaked at $1.11M in Q4 2022. 1,219 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

  • BSW Wealth Partners reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 1,328 AstraZeneca shares in Q4 2024, an estimated $207K.
  • BSW Wealth Partners first reported a position in AstraZeneca in Q4 2019 and held it in 16 quarters.
  • BSW Wealth Partners's AstraZeneca position peaked at $1.11M in Q4 2022.
  • 1,219 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

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