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EnRich Financial Partners’s AstraZeneca AZN Stock Holding History

EnRich Financial 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
2025
Q1 		– Sell
-62
Closed -$8.09K – 70
2024
Q4 		$8.09K Hold
62
– – ﹤0.01% 184
2024
Q3 		$9.62K Hold
62
– – ﹤0.01% 175
2024
Q2 		$9.57K Hold
62
– – ﹤0.01% 180
2024
Q1 		$8.31K Buy
+62
New +$8.21K ﹤0.01% 166

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

EnRich Financial Partners's AZN Position: Q1 2025 in Review

EnRich Financial Partners sold out of AstraZeneca (AZN) in Q1 2025, closing a stake of 62 shares — an estimated $8.09K sold.

EnRich Financial Partners first reported a position in AZN in Q1 2024 and held it in 4 quarters. The position peaked at $9.62K in Q3 2024. 1,252 funds tracked by Wall St. Rank hold AZN as of Q1 2025.

  • EnRich Financial Partners reported no remaining AstraZeneca position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 62 AstraZeneca shares in Q1 2025, an estimated $8.09K.
  • EnRich Financial Partners first reported a position in AstraZeneca in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's AstraZeneca position peaked at $9.62K in Q3 2024.
  • 1,252 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.