Heritage Wealth Management (Arizona)’s AstraZeneca AZN Stock Holding History

Heritage Wealth Management (Arizona)’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	$710K	Buy	+4,551	New	+$685K	0.39%	59
2022 Q4	$141K	Buy	1,042 +676	+185%	+$84.8K	0.02%	370
2022 Q3	$40K	Buy	366 +325	+793%	+$41.2K	0.01%	432
2022 Q2	$5.35K	Hold	41	–	–	﹤0.01%	757
2022 Q1	$5K	Buy	+41	New	+$4.92K	﹤0.01%	789
2021 Q3	$2K	Buy	+16	New	+$1.86K	﹤0.01%	803

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AZN Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) opened a new position in AstraZeneca (AZN) in Q2 2024: 4,551 shares worth $710K. The stake represents 0.39% of the portfolio and ranks #59 among its holdings. This is a return to the name: Heritage Wealth Management (Arizona) previously reported a position in AZN as recently as Q4 2022.

Heritage Wealth Management (Arizona) first reported a position in AZN in Q3 2021 and has held it in 6 quarters since. 1,212 funds tracked by Wall St. Rank hold AZN as of Q2 2024.

Heritage Wealth Management (Arizona) held 4,551 shares of AstraZeneca worth $710K as of Q2 2024.
AstraZeneca was a new Heritage Wealth Management (Arizona) position in Q2 2024.
AstraZeneca made up 0.39% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #59 holding.
Heritage Wealth Management (Arizona) first reported a position in AstraZeneca in Q3 2021 and has held it in 6 quarters since.
1,212 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.