ICA Group Wealth Management’s AstraZeneca AZN Stock Holding History

ICA Group Wealth Management’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	–	Sell	-268	Closed	-$36.3K	–	823
2024 Q1	$36.3K	Sell	268 -43	-14%	-$5.69K	0.01%	627
2023 Q4	$41.9K	Buy	+311	New	+$40.4K	0.01%	554
2023 Q3	–	Sell	-268	Closed	-$38.3K	–	308
2023 Q2	$38.3K	Sell	268 -18	-6%	-$2.65K	0.01%	550
2023 Q1	$39.7K	Buy	286 +94	+49%	+$12.6K	0.01%	532
2022 Q4	$26K	Buy	+192	New	+$24.1K	0.01%	643

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ICA Group Wealth Management's AZN Position: Q2 2024 in Review

ICA Group Wealth Management sold out of AstraZeneca (AZN) in Q2 2024, closing a stake of 268 shares — an estimated $36.3K sold.

ICA Group Wealth Management first reported a position in AZN in Q4 2022 and held it in 5 quarters. The position peaked at $41.9K in Q4 2023. 1,211 funds tracked by Wall St. Rank hold AZN as of Q2 2024.

ICA Group Wealth Management reported no remaining AstraZeneca position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 268 AstraZeneca shares in Q2 2024, an estimated $36.3K.
ICA Group Wealth Management first reported a position in AstraZeneca in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's AstraZeneca position peaked at $41.9K in Q4 2023.
1,211 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.