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

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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 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