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Fernwood Investment Management’s AstraZeneca AZN Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-151
Closed -$20.4K – 237
2024
Q1 		$20.4K Buy
+151
New +$20K 0.01% 452

Other funds holding AZN

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fernwood Investment Management's AZN Position: Q2 2024 in Review

Fernwood Investment Management sold out of AstraZeneca (AZN) in Q2 2024, closing a stake of 151 shares — an estimated $20.4K sold.

Fernwood Investment Management first reported a position in AZN in Q1 2024 and held it in 1 quarter. The position peaked at $20.4K in Q1 2024. 1,212 funds tracked by Wall St. Rank hold AZN as of Q2 2024.

  • Fernwood Investment Management reported no remaining AstraZeneca position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 151 AstraZeneca shares in Q2 2024, an estimated $20.4K.
  • Fernwood Investment Management first reported a position in AstraZeneca in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's AstraZeneca position peaked at $20.4K in Q1 2024.
  • 1,212 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.