Institutional & Family Asset Management’s AstraZeneca AZN Stock Holding History

Institutional & Family Asset 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	$6.47K	Hold	42	–	–	﹤0.01%	467
2024 Q1	$5.62K	Hold	42	–	–	﹤0.01%	477
2023 Q4	$5.59K	Buy	+42	New	+$5.46K	﹤0.01%	468
2021 Q2	–	Sell	-52	Closed	-$5K	–	946
2021 Q1	$5K	Buy	52 +1	+2%	+$101	﹤0.01%	676
2020 Q4	$5K	Hold	51	–	–	﹤0.01%	633
2020 Q3	$6K	Buy	+51	New	+$5.67K	﹤0.01%	552

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

Institutional & Family Asset Management's AZN Position: Q2 2024 in Review

Institutional & Family Asset Management held its AstraZeneca (AZN) position steady in Q2 2024 at 42 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Institutional & Family Asset Management first reported a position in AZN in Q3 2020 and has held it in 6 quarters since. 1,212 funds tracked by Wall St. Rank hold AZN as of Q2 2024.

Institutional & Family Asset Management held 42 shares of AstraZeneca worth $6.47K as of Q2 2024.
Institutional & Family Asset Management left its AstraZeneca share count unchanged in Q2 2024.
AstraZeneca made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #467 holding.
Institutional & Family Asset Management first reported a position in AstraZeneca in Q3 2020 and has held it in 6 quarters since.
1,212 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.