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Credential Qtrade Securities’s AstraZeneca AZN Stock Holding History

Credential Qtrade Securities’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
Q1 		$1.9M Buy
13,986
+585
+4% +$77.5K 0.1% 89
2023
Q4 		$1.81M Sell
13,401
-1,304
-9% -$170K 0.11% 90
2023
Q3 		$1.99M Sell
14,705
-263
-2% -$35.9K 0.13% 86
2023
Q2 		$2.14M Sell
14,968
-281
-2% -$41.3K 0.13% 84
2023
Q1 		$2.12M Buy
15,249
+187
+1% +$25.2K 0.14% 82
2022
Q4 		$2.04M Buy
15,062
+457
+3% +$57.3K 0.15% 78
2022
Q3 		$1.6M Buy
14,605
+877
+6% +$111K 0.12% 87
2022
Q2 		$1.81M Buy
13,728
+748
+6% +$98.1K 0.13% 81
2022
Q1 		$1.72M Sell
12,980
-7,245
-36% -$869K 0.11% 88
2021
Q4 		$2.36M Buy
20,225
+1,148
+6% +$135K 0.16% 74
2021
Q3 		$2.29M Buy
19,077
+838
+5% +$97.5K 0.18% 70
2021
Q2 		$2.19M Buy
18,239
+2,131
+13% +$234K 0.17% 74
2021
Q1 		$1.6M Buy
16,108
+4,307
+36% +$433K 0.14% 80
2020
Q4 		$1.18M Sell
11,801
-54
-0.5% -$5.72K 0.12% 96
2020
Q3 		$1.3M Sell
11,855
-293
-2% -$32.6K 0.15% 83
2020
Q2 		$1.29M Buy
12,148
+296
+2% +$30.6K 0.17% 80
2020
Q1 		$1.06M Buy
11,852
+6,146
+108% +$579K 0.17% 80
2019
Q4 		$569K Buy
5,706
+47
+0.8% +$4.42K 0.08% 122
2019
Q3 		$504K Buy
5,659
+217
+4% +$18.8K 0.08% 119
2019
Q2 		$449K Buy
5,442
+107
+2% +$8.39K 0.07% 124
2019
Q1 		$431K Sell
5,335
-5,664
-51% -$446K 0.08% 125
2018
Q4 		$835K Buy
10,999
+20
+0.2% +$1.56K 0.18% 82
2018
Q3 		$869K Buy
+10,979
New +$830K 0.18% 87

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Credential Qtrade Securities's AZN Position: Q1 2024 in Review

Credential Qtrade Securities increased its AstraZeneca (AZN) stake by 4.4% in Q1 2024, buying an estimated $77.5K and bringing the position to 13,986 shares worth $1.9M. The position accounts for 0.1% of the portfolio, ranked #89.

Credential Qtrade Securities first reported a position in AZN in Q3 2018 and has held it in 23 quarters since. The position peaked at $2.36M in Q4 2021. 1,142 funds tracked by Wall St. Rank hold AZN as of Q1 2024.

  • Credential Qtrade Securities held 13,986 shares of AstraZeneca worth $1.9M as of Q1 2024.
  • Credential Qtrade Securities bought 585 AstraZeneca shares in Q1 2024, an estimated $77.5K.
  • AstraZeneca made up 0.1% of Credential Qtrade Securities's portfolio in Q1 2024, its #89 holding.
  • Credential Qtrade Securities first reported a position in AstraZeneca in Q3 2018 and has held it in 23 quarters since.
  • Credential Qtrade Securities's AstraZeneca position peaked at $2.36M in Q4 2021.
  • 1,142 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.