GGM Wealth Advisors’s AstraZeneca AZN Stock Holding History

GGM 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
2024 Q4	–	Sell	-1,580	Closed	-$246K	–	142
2024 Q3	$246K	Sell	1,580 -39	-2%	-$6.29K	0.11%	127
2024 Q2	$252K	Buy	1,619 +35	+2%	+$5.27K	0.12%	118
2024 Q1	$217K	Buy	1,584 +4	+0.3%	+$530	0.1%	120
2023 Q4	$212K	Hold	1,580	–	–	0.09%	130
2023 Q3	$214K	Buy	1,580 +1	+0.1%	+$137	0.09%	128
2023 Q2	$205K	Buy	+1,579	New	+$232K	0.08%	136
2023 Q1	–	Sell	-1,575	Closed	-$223K	–	67
2022 Q4	$223K	Buy	+1,575	New	+$198K	0.12%	123

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

GGM Wealth Advisors's AZN Position: Q4 2024 in Review

GGM Wealth Advisors sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 1,580 shares — an estimated $246K sold.

GGM Wealth Advisors first reported a position in AZN in Q4 2022 and held it in 7 quarters. The position peaked at $252K in Q2 2024. 1,219 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

GGM Wealth Advisors reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
GGM Wealth Advisors sold 1,580 AstraZeneca shares in Q4 2024, an estimated $246K.
GGM Wealth Advisors first reported a position in AstraZeneca in Q4 2022 and held it in 7 quarters.
GGM Wealth Advisors's AstraZeneca position peaked at $252K in Q2 2024.
1,219 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on GGM Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.