FWA
AZN icon

FSC Wealth Advisors’s AstraZeneca AZN Stock Holding History

FSC 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
2023
Q3 		– Sell
-317
Closed -$45.4K – 232
2023
Q2 		$45.4K Buy
317
+35
+12% +$5.15K 0.04% 79
2023
Q1 		$39.1K Buy
+282
New +$37.9K 0.06% 66

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

FSC Wealth Advisors's AZN Position: Q3 2023 in Review

FSC Wealth Advisors sold out of AstraZeneca (AZN) in Q3 2023, closing a stake of 317 shares — an estimated $45.4K sold.

FSC Wealth Advisors first reported a position in AZN in Q1 2023 and held it in 2 quarters. The position peaked at $45.4K in Q2 2023. 1,073 funds tracked by Wall St. Rank hold AZN as of Q3 2023.

  • FSC Wealth Advisors reported no remaining AstraZeneca position as of Q3 2023 after selling out during the quarter.
  • FSC Wealth Advisors sold 317 AstraZeneca shares in Q3 2023, an estimated $45.4K.
  • FSC Wealth Advisors first reported a position in AstraZeneca in Q1 2023 and held it in 2 quarters.
  • FSC Wealth Advisors's AstraZeneca position peaked at $45.4K in Q2 2023.
  • 1,073 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2023.

Based on FSC Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.