Financial Synergies Wealth Advisors’s AstraZeneca AZN Stock Holding History

Financial Synergies Wealth Advisors’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	-174	Closed	-$23.5K	–	105
2024 Q1	$23.5K	Hold	174	–	–	﹤0.01%	181
2023 Q4	$23.5K	Hold	174	–	–	﹤0.01%	129
2023 Q3	$23.5K	Hold	174	–	–	﹤0.01%	161
2023 Q2	$24.8K	Hold	174	–	–	﹤0.01%	153
2023 Q1	$24.1K	Hold	174	–	–	﹤0.01%	159
2022 Q4	$23.5K	Buy	+174	New	+$21.8K	﹤0.01%	129

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

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

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

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

Financial Synergies Wealth Advisors's AZN Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of AstraZeneca (AZN) in Q2 2024, closing a stake of 174 shares — an estimated $23.5K sold.

Financial Synergies Wealth Advisors first reported a position in AZN in Q4 2022 and held it in 6 quarters. The position peaked at $24.8K in Q2 2023. 1,212 funds tracked by Wall St. Rank hold AZN as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining AstraZeneca position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 174 AstraZeneca shares in Q2 2024, an estimated $23.5K.
Financial Synergies Wealth Advisors first reported a position in AstraZeneca in Q4 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's AstraZeneca position peaked at $24.8K in Q2 2023.
1,212 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.