Moisand Fitzgerald Tamayo’s AstraZeneca AZN Stock Holding History

Moisand Fitzgerald Tamayo’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 Q2	–	Sell	-173	Closed	-$23.5K	–	597
2024 Q1	$23.5K	Hold	173	–	–	﹤0.01%	236
2023 Q4	$23.3K	Sell	173 -27	-14%	-$3.51K	﹤0.01%	242
2023 Q3	$27K	Hold	200	–	–	0.01%	230
2023 Q2	$28.6K	Hold	200	–	–	0.01%	218
2023 Q1	$27.7K	Hold	200	–	–	0.01%	227
2022 Q4	$27.1K	Hold	200	–	–	0.01%	220
2022 Q3	$22K	Buy	200 +27	+16%	+$3.42K	0.01%	220
2022 Q2	$23K	Hold	173	–	–	0.01%	216
2022 Q1	$23K	Hold	173	–	–	0.01%	131
2021 Q4	$20K	Hold	173	–	–	0.01%	208
2021 Q3	$21K	Hold	173	–	–	0.01%	194
2021 Q2	$21K	Hold	173	–	–	0.01%	203
2021 Q1	$17K	Hold	173	–	–	0.01%	177
2020 Q4	$17K	Hold	173	–	–	0.01%	180
2020 Q3	$19K	Hold	173	–	–	0.01%	160
2020 Q2	$18K	Hold	173	–	–	0.01%	156
2020 Q1	$15K	Hold	173	–	–	0.01%	159
2019 Q4	$17K	Hold	173	–	–	0.01%	170
2019 Q3	$15K	Hold	173	–	–	0.01%	173
2019 Q2	$14K	Hold	173	–	–	0.01%	178
2019 Q1	$14K	Hold	173	–	–	0.01%	178
2018 Q4	$13K	Hold	173	–	–	0.01%	177
2018 Q3	$14K	Hold	173	–	–	0.01%	193
2018 Q2	$12K	Hold	173	–	–	0.01%	187
2018 Q1	$12K	Sell	173 -45	-21%	-$3.12K	0.01%	202
2017 Q4	$15K	Hold	218	–	–	0.01%	170
2017 Q3	$15K	Buy	+218	New	+$13.8K	0.01%	181
2016 Q2	–	Sell	-173	Closed	-$10K	–	63
2016 Q1	$10K	Hold	173	–	–	0.01%	151
2015 Q4	$12K	Buy	+173	New	+$11.3K	0.01%	141

Other funds holding AZN

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo's AZN Position: Q2 2024 in Review

Moisand Fitzgerald Tamayo sold out of AstraZeneca (AZN) in Q2 2024, closing a stake of 173 shares — an estimated $23.5K sold.

Moisand Fitzgerald Tamayo first reported a position in AZN in Q4 2015 and held it in 29 quarters. The position peaked at $28.6K in Q2 2023. 1,212 funds tracked by Wall St. Rank hold AZN as of Q2 2024.

Moisand Fitzgerald Tamayo reported no remaining AstraZeneca position as of Q2 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 173 AstraZeneca shares in Q2 2024, an estimated $23.5K.
Moisand Fitzgerald Tamayo first reported a position in AstraZeneca in Q4 2015 and held it in 29 quarters.
Moisand Fitzgerald Tamayo's AstraZeneca position peaked at $28.6K in Q2 2023.
1,212 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2024, filed 31 Jul 2024.