Kelly Financial Services’s AstraZeneca AZN Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-19	Closed	-$2.85K	–	164
2024 Q2	$2.85K	Hold	19	–	–	﹤0.01%	553
2024 Q1	$2.48K	Buy	19 +1	+6%	+$132	﹤0.01%	570
2023 Q4	$2.44K	Hold	18	–	–	﹤0.01%	557
2023 Q3	$2.46K	Hold	18	–	–	﹤0.01%	534
2023 Q2	$2.59K	Hold	18	–	–	﹤0.01%	529
2023 Q1	$2.51K	Sell	18 -16	-47%	-$2.15K	﹤0.01%	503
2022 Q4	$4.54K	Hold	34	–	–	﹤0.01%	413
2022 Q3	$3.67K	Sell	34 -10	-23%	-$1.27K	﹤0.01%	437
2022 Q2	$5.73K	Hold	44	–	–	﹤0.01%	385
2022 Q1	$5.75K	Buy	44 +1	+2%	+$120	﹤0.01%	411
2021 Q4	$5.04K	Buy	43 +25	+139%	+$2.94K	﹤0.01%	440
2021 Q3	$2.13K	Hold	18	–	–	﹤0.01%	506
2021 Q2	$2.12K	Hold	18	–	–	﹤0.01%	499
2021 Q1	$1.76K	Sell	18 -30	-63%	-$3.02K	﹤0.01%	516
2020 Q4	$4.75K	Sell	48 -44	-48%	-$4.66K	﹤0.01%	366
2020 Q3	$10K	Buy	92 +18	+24%	+$2K	0.01%	256
2020 Q2	$7.83K	Buy	74 +30	+68%	+$3.1K	0.01%	278
2020 Q1	$3.93K	Hold	44	–	–	﹤0.01%	324
2019 Q4	$4.39K	Hold	44	–	–	﹤0.01%	318
2019 Q3	$3.92K	Buy	+44	New	+$3.81K	﹤0.01%	320

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kelly Financial Services's AZN Position: Q3 2024 in Review

Kelly Financial Services sold out of AstraZeneca (AZN) in Q3 2024, closing a stake of 19 shares — an estimated $2.85K sold.

Kelly Financial Services first reported a position in AZN in Q3 2019 and held it in 20 quarters. The position peaked at $10K in Q3 2020. 1,230 funds tracked by Wall St. Rank hold AZN as of Q3 2024.

Kelly Financial Services reported no remaining AstraZeneca position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 19 AstraZeneca shares in Q3 2024, an estimated $2.85K.
Kelly Financial Services first reported a position in AstraZeneca in Q3 2019 and held it in 20 quarters.
Kelly Financial Services's AstraZeneca position peaked at $10K in Q3 2020.
1,230 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.