Castleview Partners’s AstraZeneca AZN Stock Holding History

Castleview 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 Q3	–	Sell	-31	Closed	-$4.83K	–	572
2024 Q2	$4.83K	Buy	31 +13	+72%	+$1.96K	﹤0.01%	627
2024 Q1	$2.44K	Sell	18 -134	-88%	-$17.7K	﹤0.01%	723
2023 Q4	$20.4K	Hold	152	–	–	0.01%	435
2023 Q3	$20.5K	Hold	152	–	–	0.02%	358
2023 Q2	$21.7K	Sell	152 -6	-4%	-$883	0.02%	347
2023 Q1	$21.7K	Buy	+158	New	+$21.3K	0.02%	337
2022 Q4	–	Sell	-157	Closed	-$17K	–	655
2022 Q3	$17K	Sell	157 -1,643	-91%	-$208K	0.02%	333
2022 Q2	$11K	Buy	1,800 +1,513	+527%	+$199K	0.01%	447
2022 Q1	$38K	Sell	287 -1,053	-79%	-$126K	0.02%	376
2021 Q4	$46	Buy	+1,340	New	+$158K	﹤0.01%	893
2021 Q2	$3K	Buy	+28	New	+$3.07K	﹤0.01%	823

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Sanders Capital

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

Jennison Associates

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

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