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Financial Advocates Investment Management’s AstraZeneca AZN Stock Holding History

Financial Advocates 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
2020
Q4 		– Sell
-1,904
Closed -$231K – 716
2020
Q3 		$231K Buy
+1,904
New +$212K 0.02% 543

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Bank of America
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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 $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Advocates Investment Management's AZN Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of AstraZeneca (AZN) in Q3 2025, closing a stake of 3,525 shares — an estimated $493K sold.

Financial Advocates Investment Management first reported a position in AZN in Q2 2020 and held it in 18 quarters. The position peaked at $1.17M in Q3 2024. 1,288 funds tracked by Wall St. Rank hold AZN as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining AstraZeneca position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,525 AstraZeneca shares in Q3 2025, an estimated $493K.
  • Financial Advocates Investment Management first reported a position in AstraZeneca in Q2 2020 and held it in 18 quarters.
  • Financial Advocates Investment Management's AstraZeneca position peaked at $1.17M in Q3 2024.
  • 1,288 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.