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 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

Jackson Wealth Management's AZN Position: Q4 2023 in Review

Jackson Wealth Management sold out of AstraZeneca (AZN) in Q4 2023, closing a stake of 13,551 shares — an estimated $1.83M sold.

Jackson Wealth Management first reported a position in AZN in Q3 2020 and held it in 13 quarters. The position peaked at $1.92M in Q4 2022. 1,130 funds tracked by Wall St. Rank hold AZN as of Q4 2023.

Jackson Wealth Management reported no remaining AstraZeneca position as of Q4 2023 after selling out during the quarter.
Jackson Wealth Management sold 13,551 AstraZeneca shares in Q4 2023, an estimated $1.83M.
Jackson Wealth Management first reported a position in AstraZeneca in Q3 2020 and held it in 13 quarters.
Jackson Wealth Management's AstraZeneca position peaked at $1.92M in Q4 2022.
1,130 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2023.

Based on Jackson Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.