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Financial & Tax Architects’s AstraZeneca AZN Stock Holding History

Financial & Tax Architects’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
2023
Q3 		– Sell
-4,077
Closed -$584K – 83
2023
Q2 		$584K Buy
4,077
+261
+7% +$38.4K 0.18% 61
2023
Q1 		$530K Buy
3,816
+334
+10% +$44.9K 0.17% 58
2022
Q4 		$481K Buy
+3,482
New +$437K 0.16% 59

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Financial & Tax Architects's AZN Position: Q3 2023 in Review

Financial & Tax Architects sold out of AstraZeneca (AZN) in Q3 2023, closing a stake of 4,077 shares — an estimated $584K sold.

Financial & Tax Architects first reported a position in AZN in Q4 2022 and held it in 3 quarters. The position peaked at $584K in Q2 2023. 1,073 funds tracked by Wall St. Rank hold AZN as of Q3 2023.

  • Financial & Tax Architects reported no remaining AstraZeneca position as of Q3 2023 after selling out during the quarter.
  • Financial & Tax Architects sold 4,077 AstraZeneca shares in Q3 2023, an estimated $584K.
  • Financial & Tax Architects first reported a position in AstraZeneca in Q4 2022 and held it in 3 quarters.
  • Financial & Tax Architects's AstraZeneca position peaked at $584K in Q2 2023.
  • 1,073 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2023.

Based on Financial & Tax Architects's 13F filing for Q3 2023, filed 19 Oct 2023.