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Industrial Alliance Investment Management’s AstraZeneca AZN Stock Holding History

Industrial Alliance Investment 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
Q2 		– Sell
-18,130
Closed -$2.52M – 202
2023
Q1 		$2.52M Buy
18,130
+438
+2% +$58.9K 0.07% 203
2022
Q4 		$2.4M Sell
17,692
-39,139
-69% -$4.91M 0.07% 211
2022
Q3 		$6.23M Buy
56,831
+7,363
+15% +$934K 0.18% 123
2022
Q2 		$6.54M Buy
49,468
+570
+1% +$74.8K 0.19% 120
2022
Q1 		$6.49M Buy
48,898
+5,813
+13% +$697K 0.15% 141
2021
Q4 		$5.02M Buy
+43,085
New +$5.07M 0.12% 164

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Industrial Alliance Investment Management's AZN Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of AstraZeneca (AZN) in Q2 2023, closing a stake of 18,130 shares — an estimated $2.52M sold.

Industrial Alliance Investment Management first reported a position in AZN in Q4 2021 and held it in 6 quarters. The position peaked at $6.54M in Q2 2022. 1,092 funds tracked by Wall St. Rank hold AZN as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining AstraZeneca position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 18,130 AstraZeneca shares in Q2 2023, an estimated $2.52M.
  • Industrial Alliance Investment Management first reported a position in AstraZeneca in Q4 2021 and held it in 6 quarters.
  • Industrial Alliance Investment Management's AstraZeneca position peaked at $6.54M in Q2 2022.
  • 1,092 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.