Independent Solutions Wealth Management’s AstraZeneca AZN Stock Holding History

Independent Solutions 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
2023 Q4	–	Sell	-5,085	Closed	-$689K	–	169
2023 Q3	$689K	Sell	5,085 -107	-2%	-$14.6K	0.18%	110
2023 Q2	$743K	Buy	5,192 +800	+18%	+$118K	0.19%	111
2023 Q1	$610K	Buy	4,392 +40	+0.9%	+$5.38K	0.18%	106
2022 Q4	$590K	Sell	4,352 -75	-2%	-$9.41K	0.18%	107
2022 Q3	$486K	Sell	4,427 -35	-0.8%	-$4.44K	0.16%	119
2022 Q2	$590K	Buy	4,462 +1,553	+53%	+$204K	0.18%	104
2022 Q1	$386K	Buy	2,909 +480	+20%	+$57.6K	0.09%	153
2021 Q4	$283K	Buy	2,429 +443	+22%	+$52.1K	0.07%	186
2021 Q3	$239K	Buy	+1,986	New	+$231K	0.06%	199

Other funds holding AZN

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 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

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Independent Solutions Wealth Management's AZN Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of AstraZeneca (AZN) in Q4 2023, closing a stake of 5,085 shares — an estimated $689K sold.

Independent Solutions Wealth Management first reported a position in AZN in Q3 2021 and held it in 9 quarters. The position peaked at $743K in Q2 2023. 1,130 funds tracked by Wall St. Rank hold AZN as of Q4 2023.

Independent Solutions Wealth Management reported no remaining AstraZeneca position as of Q4 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 5,085 AstraZeneca shares in Q4 2023, an estimated $689K.
Independent Solutions Wealth Management first reported a position in AstraZeneca in Q3 2021 and held it in 9 quarters.
Independent Solutions Wealth Management's AstraZeneca position peaked at $743K in Q2 2023.
1,130 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.