Jackson Wealth Management’s AstraZeneca AZN Stock Holding History

Jackson 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	-13,551	Closed	-$1.83M	–	146
2023 Q3	$1.83M	Buy	13,551 +406	+3%	+$55.5K	0.26%	68
2023 Q2	$1.88M	Sell	13,145 -134	-1%	-$19.7K	0.28%	63
2023 Q1	$1.84M	Sell	13,279 -869	-6%	-$117K	1.39%	27
2022 Q4	$1.92M	Buy	14,148 +151	+1%	+$18.9K	0.71%	46
2022 Q3	$1.53M	Buy	13,997 +9,136	+188%	+$1.16M	0.3%	65
2022 Q2	$642K	Sell	4,861 -7,895	-62%	-$1.04M	0.3%	65
2022 Q1	$1.69M	Buy	12,756 +148	+1%	+$17.7K	0.23%	83
2021 Q4	$1.47M	Buy	12,608 +225	+2%	+$26.5K	0.19%	93
2021 Q3	$6K	Buy	12,383 +303	+3%	+$35.3K	0.07%	76
2021 Q2	$1.45M	Sell	12,080 -134	-1%	-$14.7K	0.18%	92
2021 Q1	$1.22M	Buy	12,214 +219	+2%	+$22K	0.18%	96
2020 Q4	$1.2M	Buy	11,995 +1,981	+20%	+$210K	0.16%	104
2020 Q3	$1.1M	Buy	+10,014	New	+$1.11M	0.16%	100

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