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Buckingham Strategic Wealth’s AstraZeneca AZN Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$701K Buy
4,494
+481
+12% +$72.4K 0.01% 399
2024
Q1 		$544K Buy
4,013
+127
+3% +$16.8K 0.01% 440
2023
Q4 		$523K Buy
3,886
+885
+29% +$115K 0.01% 430
2023
Q3 		$406K Sell
3,001
-307
-9% -$41.9K 0.01% 463
2023
Q2 		$474K Buy
3,308
+157
+5% +$23.1K 0.01% 433
2023
Q1 		$427K Hold
3,151
– – 0.01% 414
2022
Q4 		$427K Buy
3,151
+240
+8% +$30.1K 0.01% 416
2022
Q3 		$319K Sell
2,911
-80
-3% -$10.1K 0.01% 454
2022
Q2 		$395K Sell
2,991
-46
-2% -$6.04K 0.01% 417
2022
Q1 		$403K Buy
3,037
+25
+0.8% +$3K 0.01% 407
2021
Q4 		$351K Sell
3,012
-204
-6% -$24K 0.01% 440
2021
Q3 		$386K Buy
3,216
+589
+22% +$68.6K 0.01% 413
2021
Q2 		$315K Buy
2,627
+16
+0.6% +$1.75K 0.01% 455
2021
Q1 		$260K Buy
2,611
+477
+22% +$48K 0.01% 465
2020
Q4 		$213K Buy
2,134
+190
+10% +$20.1K 0.01% 496
2020
Q3 		$213K Buy
+1,944
New +$216K 0.02% 442
2020
Q2 		– Sell
-2,466
Closed -$220K – 412
2020
Q1 		$220K Buy
2,466
+393
+19% +$37K 0.02% 410
2019
Q4 		$207K Buy
+2,073
New +$195K 0.02% 434
2014
Q2 		– Sell
-3,512
Closed -$228K – 176
2014
Q1 		$228K Buy
+3,512
New +$227K 0.11% 129

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Buckingham Strategic Wealth's AZN Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its AstraZeneca (AZN) stake by 12% in Q2 2024, buying an estimated $72.4K and bringing the position to 4,494 shares worth $701K. The position accounts for 0.01% of the portfolio, ranked #399.

Buckingham Strategic Wealth first reported a position in AZN in Q1 2014 and has held it in 19 quarters since. 1,212 funds tracked by Wall St. Rank hold AZN as of Q2 2024.

  • Buckingham Strategic Wealth held 4,494 shares of AstraZeneca worth $701K as of Q2 2024.
  • Buckingham Strategic Wealth bought 481 AstraZeneca shares in Q2 2024, an estimated $72.4K.
  • AstraZeneca made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #399 holding.
  • Buckingham Strategic Wealth first reported a position in AstraZeneca in Q1 2014 and has held it in 19 quarters since.
  • 1,212 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.