Good Life Advisors’s AstraZeneca AZN Stock Holding History

Good Life 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	-1,533	Closed	-$239K	–	492
2024 Q3	$239K	Buy	+1,533	New	+$247K	0.01%	518
2023 Q3	–	Sell	-2,574	Closed	-$368K	–	416
2023 Q2	$368K	Hold	2,574	–	–	0.04%	273
2023 Q1	$357K	Sell	2,574 -397	-13%	-$53.4K	0.05%	266
2022 Q4	$403K	Sell	2,971 -203	-6%	-$25.5K	0.06%	226
2022 Q3	$348K	Buy	3,174 +32	+1%	+$4.06K	0.05%	234
2022 Q2	$415K	Sell	3,142 -100	-3%	-$13.1K	0.06%	219
2022 Q1	$430K	Sell	3,242 -116	-3%	-$13.9K	0.05%	231
2021 Q4	$391K	Buy	3,358 +17	+0.5%	+$2K	0.05%	245
2021 Q3	$401K	Buy	+3,341	New	+$389K	0.05%	232

Other funds holding AZN

T. Rowe Price Associates

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

Primecap Management

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

Capital International Investors

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

Wellington Management Group

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

Bank of America

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

Fidelity Investments

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

Franklin Resources

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

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

Sanders Capital

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