Geller Advisors’s AstraZeneca AZN Stock Holding History

Geller 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 Q4	$970K	Sell	7,405 -920	-11%	-$129K	0.06%	68
2024 Q3	$1.3M	Buy	8,325 +23	+0.3%	+$3.71K	0.09%	58
2024 Q2	$1.29M	Buy	8,302 +399	+5%	+$60K	0.1%	60
2024 Q1	$1.07M	Buy	7,903 +30	+0.4%	+$3.97K	0.09%	70
2023 Q4	$1.06M	Sell	7,873 -40	-0.5%	-$5.2K	0.1%	66
2023 Q3	$1.07M	Sell	7,913 -32	-0.4%	-$4.37K	0.12%	51
2023 Q2	$1.14M	Buy	7,945 +3,277	+70%	+$482K	0.14%	47
2023 Q1	$648K	Buy	4,668 +2,231	+92%	+$300K	0.1%	49
2022 Q4	$330K	Sell	2,437 -144	-6%	-$18.1K	0.06%	86
2022 Q3	$283K	Sell	2,581 -247	-9%	-$31.3K	0.06%	85
2022 Q2	$374K	Sell	2,828 -1,074	-28%	-$141K	0.08%	67
2022 Q1	$518K	Sell	3,902 -42	-1%	-$5.04K	0.1%	55
2021 Q4	$459K	Hold	3,944	–	–	0.09%	69
2021 Q3	$474K	Buy	3,944 +559	+17%	+$65.1K	0.1%	58
2021 Q2	$406K	Buy	+3,385	New	+$371K	0.09%	64
2021 Q1	–	Sell	-2,661	Closed	-$264K	–	122
2020 Q4	$264K	Hold	2,661	–	–	0.07%	86
2020 Q3	$292K	Buy	2,661 +1	+0%	+$111	0.08%	58
2020 Q2	$281K	Buy	+2,660	New	+$275K	0.09%	60

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geller Advisors's AZN Position: Q4 2024 in Review

Geller Advisors reduced its AstraZeneca (AZN) stake by 11% in Q4 2024, selling an estimated $129K and leaving 7,405 shares worth $970K. The position accounts for 0.06% of the portfolio, ranked #68.

Geller Advisors first reported a position in AZN in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.3M in Q3 2024. 1,218 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

Geller Advisors held 7,405 shares of AstraZeneca worth $970K as of Q4 2024.
Geller Advisors sold 920 AstraZeneca shares in Q4 2024, an estimated $129K.
AstraZeneca made up 0.06% of Geller Advisors's portfolio in Q4 2024, its #68 holding.
Geller Advisors first reported a position in AstraZeneca in Q2 2020 and has held it in 18 quarters since.
Geller Advisors's AstraZeneca position peaked at $1.3M in Q3 2024.
1,218 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.