Financial Counselors Inc’s AstraZeneca AZN Stock Holding History

Financial Counselors Inc’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	-3,417	Closed	-$532K	–	577
2024 Q3	$532K	Buy	3,417 +144	+4%	+$23.2K	0.01%	421
2024 Q2	$511K	Sell	3,273 -483	-13%	-$72.7K	0.01%	402
2024 Q1	$509K	Sell	3,756 -4	-0.1%	-$530	0.01%	408
2023 Q4	$506K	Buy	3,760 +198	+6%	+$25.7K	0.01%	401
2023 Q3	$482K	Buy	3,562 +937	+36%	+$128K	0.01%	396
2023 Q2	$376K	Buy	2,625 +214	+9%	+$31.5K	0.01%	396
2023 Q1	$335K	Sell	2,411 -151	-6%	-$20.3K	0.01%	413
2022 Q4	$347K	Hold	2,562	–	–	0.01%	414
2022 Q3	$281K	Buy	+2,562	New	+$325K	0.01%	421
2017 Q3	–	Sell	-3,436	Closed	-$234K	–	492
2017 Q2	$234K	Buy	3,436 +91	+3%	+$5.94K	0.01%	441
2017 Q1	$208K	Buy	+3,345	New	+$195K	0.01%	466

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Financial Counselors Inc's AZN Position: Q4 2024 in Review

Financial Counselors Inc sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 3,417 shares — an estimated $532K sold.

Financial Counselors Inc first reported a position in AZN in Q1 2017 and held it in 11 quarters. The position peaked at $532K in Q3 2024. 1,220 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

Financial Counselors Inc reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
Financial Counselors Inc sold 3,417 AstraZeneca shares in Q4 2024, an estimated $532K.
Financial Counselors Inc first reported a position in AstraZeneca in Q1 2017 and held it in 11 quarters.
Financial Counselors Inc's AstraZeneca position peaked at $532K in Q3 2024.
1,220 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Financial Counselors Inc's 13F filing for Q4 2024, filed 12 Feb 2025.