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Kiely Wealth Advisory Group’s AstraZeneca AZN Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$29.1K Hold
200
– – 0.02% 148
2024
Q3 		$26.2K Hold
200
– – 0.02% 150
2024
Q2 		$32.7K Hold
200
– – 0.02% 126
2024
Q1 		$30.4K Hold
200
– – 0.02% 119
2023
Q4 		$26.9K Buy
+200
New +$26K 0.02% 125

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Kiely Wealth Advisory Group's AZN Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its AstraZeneca (AZN) position steady in Q4 2024 at 200 shares worth $29.1K. The position accounts for 0.02% of the portfolio, ranked #148.

Kiely Wealth Advisory Group first reported a position in AZN in Q4 2023 and has held it in 5 quarters since. The position peaked at $32.7K in Q2 2024. 1,218 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

  • Kiely Wealth Advisory Group held 200 shares of AstraZeneca worth $29.1K as of Q4 2024.
  • Kiely Wealth Advisory Group left its AstraZeneca share count unchanged in Q4 2024.
  • AstraZeneca made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #148 holding.
  • Kiely Wealth Advisory Group first reported a position in AstraZeneca in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's AstraZeneca position peaked at $32.7K in Q2 2024.
  • 1,218 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.