Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s AstraZeneca AZN Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-557
Closed -$75.4K – 67
2023
Q3 		$75.4K Buy
+557
New +$76.1K 0.02% 152

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Legacy Financial Group (Iowa)'s AZN Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of AstraZeneca (AZN) in Q4 2023, closing a stake of 557 shares — an estimated $75.4K sold.

Legacy Financial Group (Iowa) first reported a position in AZN in Q3 2023 and held it in 1 quarter. The position peaked at $75.4K in Q3 2023. 1,130 funds tracked by Wall St. Rank hold AZN as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining AstraZeneca position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 557 AstraZeneca shares in Q4 2023, an estimated $75.4K.
  • Legacy Financial Group (Iowa) first reported a position in AstraZeneca in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s AstraZeneca position peaked at $75.4K in Q3 2023.
  • 1,130 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.