JWM
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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 $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Janiczek Wealth Management's AZN Position: Q2 2024 in Review

Janiczek Wealth Management increased its AstraZeneca (AZN) stake by 24% in Q2 2024, buying an estimated $17.6K and bringing the position to 607 shares worth $94.7K. The position accounts for 0.02% of the portfolio, ranked #287.

Janiczek Wealth Management first reported a position in AZN in Q3 2020 and has held it in 16 quarters since. 1,212 funds tracked by Wall St. Rank hold AZN as of Q2 2024.

  • Janiczek Wealth Management held 607 shares of AstraZeneca worth $94.7K as of Q2 2024.
  • Janiczek Wealth Management bought 117 AstraZeneca shares in Q2 2024, an estimated $17.6K.
  • AstraZeneca made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #287 holding.
  • Janiczek Wealth Management first reported a position in AstraZeneca in Q3 2020 and has held it in 16 quarters since.
  • 1,212 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.