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 $865B AUM 30.76% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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