Endurance Wealth Management’s AstraZeneca AZN Stock Holding History

Endurance Wealth Management’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
2023 Q2	$44K	Hold	309	–	–	0.01%	351
2023 Q1	$43K	Hold	309	–	–	0.01%	361
2022 Q4	$42K	Hold	309	–	–	0.01%	344
2022 Q3	$34K	Sell	309 -132	-30%	-$16.7K	0.01%	365
2022 Q2	$58K	Hold	441	–	–	0.01%	312
2022 Q1	$58K	Hold	441	–	–	0.01%	332
2021 Q4	$51K	Hold	441	–	–	0.01%	351
2021 Q3	$53K	Buy	441 +132	+43%	+$15.4K	0.01%	345
2021 Q2	$37K	Hold	309	–	–	﹤0.01%	388
2021 Q1	$31K	Hold	309	–	–	﹤0.01%	404
2020 Q4	$31K	Hold	309	–	–	﹤0.01%	371
2020 Q3	$34K	Hold	309	–	–	0.01%	348
2020 Q2	$33K	Hold	309	–	–	0.01%	352
2020 Q1	$28K	Buy	309 +45	+17%	+$4.24K	0.01%	335
2019 Q4	$26K	Hold	264	–	–	﹤0.01%	335
2019 Q3	$24K	Buy	+264	New	+$22.9K	﹤0.01%	339

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Endurance Wealth Management's AZN Position: Q2 2023 in Review

Endurance Wealth Management held its AstraZeneca (AZN) position steady in Q2 2023 at 309 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #351.

Endurance Wealth Management first reported a position in AZN in Q3 2019 and has held it in 16 quarters since. The position peaked at $58K in Q2 2022. 1,092 funds tracked by Wall St. Rank hold AZN as of Q2 2023.

Endurance Wealth Management held 309 shares of AstraZeneca worth $44K as of Q2 2023.
Endurance Wealth Management left its AstraZeneca share count unchanged in Q2 2023.
AstraZeneca made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #351 holding.
Endurance Wealth Management first reported a position in AstraZeneca in Q3 2019 and has held it in 16 quarters since.
Endurance Wealth Management's AstraZeneca position peaked at $58K in Q2 2022.
1,092 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.