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Milestone Investment Advisors’s AstraZeneca AZN Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-500
Closed -$67.7K – 153
2023
Q3 		$67.7K Buy
+500
New +$68.3K 0.02% 170
2023
Q2 		– Sell
-500
Closed -$69.4K – 148
2023
Q1 		$69.4K Buy
+500
New +$67.3K 0.02% 173

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Milestone Investment Advisors's AZN Position: Q4 2023 in Review

Milestone Investment Advisors sold out of AstraZeneca (AZN) in Q4 2023, closing a stake of 500 shares — an estimated $67.7K sold.

Milestone Investment Advisors first reported a position in AZN in Q1 2023 and held it in 2 quarters. The position peaked at $69.4K in Q1 2023. 1,130 funds tracked by Wall St. Rank hold AZN as of Q4 2023.

  • Milestone Investment Advisors reported no remaining AstraZeneca position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 500 AstraZeneca shares in Q4 2023, an estimated $67.7K.
  • Milestone Investment Advisors first reported a position in AstraZeneca in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's AstraZeneca position peaked at $69.4K in Q1 2023.
  • 1,130 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.