First Heartland Consultants’s AstraZeneca AZN Stock Holding History

First Heartland Consultants’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 Q3	–	Sell	-660	Closed	-$34K	–	456
2024 Q2	$34K	Sell	660 -4,608	-87%	-$693K	﹤0.01%	443
2024 Q1	$714K	Buy	5,268 +2,089	+66%	+$277K	0.07%	204
2023 Q4	$428K	Buy	3,179 +36	+1%	+$4.68K	0.05%	231
2023 Q3	$426K	Buy	+3,143	New	+$429K	0.05%	235
2022 Q1	–	Sell	-2,665	Closed	-$310K	–	352
2021 Q4	$310K	Sell	2,665 -143	-5%	-$16.8K	0.01%	266
2021 Q3	$337K	Buy	+2,808	New	+$327K	0.05%	256

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

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

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

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

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

First Heartland Consultants's AZN Position: Q3 2024 in Review

First Heartland Consultants sold out of AstraZeneca (AZN) in Q3 2024, closing a stake of 660 shares — an estimated $34K sold.

First Heartland Consultants first reported a position in AZN in Q3 2021 and held it in 6 quarters. The position peaked at $714K in Q1 2024. 1,230 funds tracked by Wall St. Rank hold AZN as of Q3 2024.

First Heartland Consultants reported no remaining AstraZeneca position as of Q3 2024 after selling out during the quarter.
First Heartland Consultants sold 660 AstraZeneca shares in Q3 2024, an estimated $34K.
First Heartland Consultants first reported a position in AstraZeneca in Q3 2021 and held it in 6 quarters.
First Heartland Consultants's AstraZeneca position peaked at $714K in Q1 2024.
1,230 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2024.

Based on First Heartland Consultants's 13F filing for Q3 2024, filed 5 Nov 2024.