Burleson & Co’s AstraZeneca AZN Stock Holding History

Burleson & Co’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
2022 Q4	$3.53K	Hold	26	–	–	﹤0.01%	317
2022 Q3	$3K	Hold	26	–	–	﹤0.01%	328
2022 Q2	$3K	Hold	26	–	–	﹤0.01%	313
2022 Q1	$3K	Hold	26	–	–	﹤0.01%	317
2021 Q4	$3K	Hold	26	–	–	﹤0.01%	303
2021 Q3	$3K	Hold	26	–	–	﹤0.01%	300
2021 Q2	$3K	Hold	26	–	–	﹤0.01%	303
2021 Q1	$3K	Buy	+26	New	+$2.61K	﹤0.01%	300

Other funds holding AZN

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Burleson & Co's AZN Position: Q4 2022 in Review

Burleson & Co held its AstraZeneca (AZN) position steady in Q4 2022 at 26 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Burleson & Co first reported a position in AZN in Q1 2021 and has held it in 8 quarters since. 1,062 funds tracked by Wall St. Rank hold AZN as of Q4 2022.

Burleson & Co held 26 shares of AstraZeneca worth $3.53K as of Q4 2022.
Burleson & Co left its AstraZeneca share count unchanged in Q4 2022.
AstraZeneca made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #317 holding.
Burleson & Co first reported a position in AstraZeneca in Q1 2021 and has held it in 8 quarters since.
1,062 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.