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Consolidated Planning Corp’s AstraZeneca AZN Stock Holding History

Consolidated Planning Corp’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
-30,094
Closed -$4.69M – 200
2024
Q3 		$4.69M Buy
30,094
+28,700
+2,059% +$4.63M 0.7% 52
2024
Q2 		$217K Buy
+1,394
New +$210K 0.04% 176
2021
Q4 		– Sell
-1,439
Closed -$173K – 95
2021
Q3 		$173K Buy
+1,439
New +$168K 0.11% 70

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

Consolidated Planning Corp's AZN Position: Q4 2024 in Review

Consolidated Planning Corp sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 30,094 shares — an estimated $4.69M sold.

Consolidated Planning Corp first reported a position in AZN in Q3 2021 and held it in 3 quarters. The position peaked at $4.69M in Q3 2024. 1,219 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

  • Consolidated Planning Corp reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
  • Consolidated Planning Corp sold 30,094 AstraZeneca shares in Q4 2024, an estimated $4.69M.
  • Consolidated Planning Corp first reported a position in AstraZeneca in Q3 2021 and held it in 3 quarters.
  • Consolidated Planning Corp's AstraZeneca position peaked at $4.69M in Q3 2024.
  • 1,219 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Consolidated Planning Corp's 13F filing for Q4 2024, filed 29 Jan 2025.