McClarren Financial Advisors’s AstraZeneca AZN Stock Holding History

McClarren Financial Advisors’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
2025 Q2	–	Sell	-165	Closed	-$24K	–	101
2025 Q1	$24K	Buy	+165	New	+$23.9K	0.02%	178
2024 Q4	–	Sell	-162	Closed	-$25	–	210
2024 Q3	$25	Buy	162 +123	+315%	+$19.9K	﹤0.01%	158
2024 Q2	$25K	Sell	39 -123	-76%	-$18.5K	0.02%	198
2024 Q1	$22K	Buy	162 +3	+2%	+$397	0.02%	210
2023 Q4	$21K	Hold	159	–	–	0.02%	229
2023 Q3	$21K	Buy	+159	New	+$21.7K	0.02%	211
2023 Q2	–	Sell	-159	Closed	-$22K	–	338
2023 Q1	$22K	Buy	159 +2	+1%	+$269	0.02%	200
2022 Q4	$21K	Hold	157	–	–	0.02%	205
2022 Q3	$17K	Buy	+157	New	+$19.9K	0.02%	203
2022 Q2	–	Sell	-156	Closed	-$20K	–	50
2022 Q1	$20K	Buy	156 +2	+1%	+$240	0.01%	175
2021 Q4	$18K	Buy	154 +1	+0.7%	+$118	0.01%	195
2021 Q3	$18K	Buy	153 +1	+0.7%	+$116	0.01%	170
2021 Q2	$18K	Hold	152	–	–	0.01%	186
2021 Q1	$15K	Buy	152 +3	+2%	+$302	0.01%	171
2020 Q4	$14K	Buy	+149	New	+$15.8K	0.01%	152

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return