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Formidable Asset Management’s AstraZeneca AZN Stock Holding History

Formidable Asset 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
2024
Q2 		– Sell
-1,007
Closed -$137K – 399
2024
Q1 		$137K Buy
+1,007
New +$133K 0.02% 351

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.15T AUM 47.82% 1-Year Est. Return

Formidable Asset Management's AZN Position: Q2 2024 in Review

Formidable Asset Management sold out of AstraZeneca (AZN) in Q2 2024, closing a stake of 1,007 shares — an estimated $137K sold.

Formidable Asset Management first reported a position in AZN in Q1 2024 and held it in 1 quarter. The position peaked at $137K in Q1 2024. 1,212 funds tracked by Wall St. Rank hold AZN as of Q2 2024.

  • Formidable Asset Management reported no remaining AstraZeneca position as of Q2 2024 after selling out during the quarter.
  • Formidable Asset Management sold 1,007 AstraZeneca shares in Q2 2024, an estimated $137K.
  • Formidable Asset Management first reported a position in AstraZeneca in Q1 2024 and held it in 1 quarter.
  • Formidable Asset Management's AstraZeneca position peaked at $137K in Q1 2024.
  • 1,212 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2024.

Based on Formidable Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.