Daymark Wealth Partners’s AstraZeneca AZN Stock Holding History

Daymark Wealth 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 Q4	–	Sell	-2,962	Closed	-$462K	–	496
2024 Q3	$462K	Buy	2,962 +37	+1%	+$5.97K	0.02%	347
2024 Q2	$456K	Buy	2,925 +186	+7%	+$28K	0.02%	334
2024 Q1	$371K	Sell	2,739 -332	-11%	-$44K	0.02%	308
2023 Q4	$414K	Buy	3,071 +381	+14%	+$49.5K	0.03%	276
2023 Q3	$364K	Sell	2,690 -118	-4%	-$16.1K	0.03%	274
2023 Q2	$402K	Buy	+2,808	New	+$413K	0.03%	258

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

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

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

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

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

Daymark Wealth Partners's AZN Position: Q4 2024 in Review

Daymark Wealth Partners sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 2,962 shares — an estimated $462K sold.

Daymark Wealth Partners first reported a position in AZN in Q2 2023 and held it in 6 quarters. The position peaked at $462K in Q3 2024. 1,218 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

Daymark Wealth Partners reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
Daymark Wealth Partners sold 2,962 AstraZeneca shares in Q4 2024, an estimated $462K.
Daymark Wealth Partners first reported a position in AstraZeneca in Q2 2023 and held it in 6 quarters.
Daymark Wealth Partners's AstraZeneca position peaked at $462K in Q3 2024.
1,218 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Daymark Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.