Householder Group Estate & Retirement Specialist’s AstraZeneca AZN Stock Holding History

Householder Group Estate & Retirement Specialist’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	$1K	Sell	9 -969	-99%	-$136K	﹤0.01%	501
2024 Q3	$152K	Sell	978 -5	-0.5%	-$807	0.04%	298
2024 Q2	$153K	Buy	983 +137	+16%	+$20.6K	0.04%	279
2024 Q1	$115K	Buy	846 +57	+7%	+$7.55K	0.03%	324
2023 Q4	$106K	Hold	789	–	–	0.03%	326
2023 Q3	$107K	Buy	+789	New	+$108K	0.04%	304
2023 Q1	$114K	Buy	821 +3	+0.4%	+$404	0.04%	281
2022 Q4	$110K	Sell	818 -6	-0.7%	-$752	0.16%	68
2022 Q3	$90K	Buy	+824	New	+$105K	0.04%	291

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 $167B AUM 44.17% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's AZN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its AstraZeneca (AZN) stake by 99% in Q4 2024, selling an estimated $136K and leaving 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Householder Group Estate & Retirement Specialist first reported a position in AZN in Q3 2022 and has held it in 9 quarters since. The position peaked at $153K in Q2 2024. 1,219 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

Householder Group Estate & Retirement Specialist held 9 shares of AstraZeneca worth $1K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 969 AstraZeneca shares in Q4 2024, an estimated $136K.
AstraZeneca made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #501 holding.
Householder Group Estate & Retirement Specialist first reported a position in AstraZeneca in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's AstraZeneca position peaked at $153K in Q2 2024.
1,219 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.