Janiczek Wealth Management’s AstraZeneca AZN Stock Holding History

Janiczek 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
2024 Q2	$94.7K	Buy	607 +117	+24%	+$17.6K	0.02%	287
2024 Q1	$66.4K	Buy	490 +92	+23%	+$12.2K	0.01%	369
2023 Q4	$53.6K	Sell	398 -47	-11%	-$6.11K	0.01%	377
2023 Q3	$60.3K	Buy	445 +33	+8%	+$4.51K	0.02%	337
2023 Q2	$59K	Buy	412 +28	+7%	+$4.12K	0.02%	298
2023 Q1	$56.7K	Buy	384 +53	+16%	+$7.13K	0.02%	300
2022 Q4	$46.4K	Sell	331 -18	-5%	-$2.26K	0.01%	330
2022 Q3	$38K	Sell	349 -34	-9%	-$4.31K	0.01%	345
2022 Q2	$51K	Sell	383 -222	-37%	-$29.1K	0.02%	301
2022 Q1	$80K	Buy	605 +115	+23%	+$13.8K	0.02%	239
2021 Q4	$57K	Sell	490 -15	-3%	-$1.76K	0.02%	285
2021 Q3	$61K	Buy	505 +20	+4%	+$2.33K	0.02%	250
2021 Q2	$58K	Buy	485 +2	+0.4%	+$219	0.02%	226
2021 Q1	$48K	Buy	483 +63	+15%	+$6.33K	0.02%	232
2020 Q4	$42K	Buy	420 +241	+135%	+$25.5K	0.02%	230
2020 Q3	$20K	Buy	+179	New	+$19.9K	0.01%	156

Other funds holding AZN

T. Rowe Price Associates

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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