LWM Advisory Services’s AstraZeneca AZN Stock Holding History

LWM Advisory 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
2023 Q4	–	Sell	-257	Closed	-$34.8K	–	84
2023 Q3	$34.8K	Buy	+257	New	+$35.1K	0.04%	101
2023 Q1	–	Sell	-2,411	Closed	-$327K	–	79
2022 Q4	$327K	Sell	2,411 -1,166	-33%	-$146K	0.36%	56
2022 Q3	$392K	Sell	3,577 -35	-1%	-$4.44K	0.44%	68
2022 Q2	$477K	Buy	3,612 +11	+0.3%	+$1.44K	0.57%	52
2022 Q1	$478K	Sell	3,601 -47	-1%	-$5.64K	0.59%	49
2021 Q4	$425K	Buy	+3,648	New	+$429K	0.53%	56

Other funds holding AZN

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LWM Advisory Services's AZN Position: Q4 2023 in Review

LWM Advisory Services sold out of AstraZeneca (AZN) in Q4 2023, closing a stake of 257 shares — an estimated $34.8K sold.

LWM Advisory Services first reported a position in AZN in Q4 2021 and held it in 6 quarters. The position peaked at $478K in Q1 2022. 1,130 funds tracked by Wall St. Rank hold AZN as of Q4 2023.

LWM Advisory Services reported no remaining AstraZeneca position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 257 AstraZeneca shares in Q4 2023, an estimated $34.8K.
LWM Advisory Services first reported a position in AstraZeneca in Q4 2021 and held it in 6 quarters.
LWM Advisory Services's AstraZeneca position peaked at $478K in Q1 2022.
1,130 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.