Kolinsky Wealth Management’s AstraZeneca AZN Stock Holding History

Kolinsky 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 Q4	$234K	Sell	1,789 -237	-12%	-$33.2K	0.14%	146
2024 Q3	$316K	Buy	2,026 +200	+11%	+$32.3K	0.21%	112
2024 Q2	$285K	Buy	+1,826	New	+$275K	0.2%	114
2023 Q3	–	Sell	-1,560	Closed	-$221K	–	133
2023 Q2	$221K	Sell	1,560 -297	-16%	-$43.7K	0.21%	117
2023 Q1	$258K	Sell	1,857 -622	-25%	-$83.7K	0.27%	95
2022 Q4	$336K	Buy	2,479 +72	+3%	+$9.03K	0.38%	67
2022 Q3	$264K	Buy	+2,407	New	+$305K	0.33%	80

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

Kolinsky Wealth Management's AZN Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its AstraZeneca (AZN) stake by 12% in Q4 2024, selling an estimated $33.2K and leaving 1,789 shares worth $234K. The position accounts for 0.14% of the portfolio, ranked #146.

Kolinsky Wealth Management first reported a position in AZN in Q3 2022 and has held it in 7 quarters since. The position peaked at $336K in Q4 2022. 1,220 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

Kolinsky Wealth Management held 1,789 shares of AstraZeneca worth $234K as of Q4 2024.
Kolinsky Wealth Management sold 237 AstraZeneca shares in Q4 2024, an estimated $33.2K.
AstraZeneca made up 0.14% of Kolinsky Wealth Management's portfolio in Q4 2024, its #146 holding.
Kolinsky Wealth Management first reported a position in AstraZeneca in Q3 2022 and has held it in 7 quarters since.
Kolinsky Wealth Management's AstraZeneca position peaked at $336K in Q4 2022.
1,220 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.