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	0.19%	110
2023 Q2	$743K	Buy	5,192 +800	+18%	+$118K	0.2%	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	0.1%	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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return