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Monograph Wealth Advisors’s AstraZeneca AZN Stock Holding History

Monograph Wealth 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
2024
Q2 		– Sell
-6,549
Closed -$887K – 113
2024
Q1 		$887K Buy
+6,549
New +$867K 0.13% 63

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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Monograph Wealth Advisors's AZN Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of AstraZeneca (AZN) in Q2 2024, closing a stake of 6,549 shares — an estimated $887K sold.

Monograph Wealth Advisors first reported a position in AZN in Q1 2024 and held it in 1 quarter. The position peaked at $887K in Q1 2024. 1,211 funds tracked by Wall St. Rank hold AZN as of Q2 2024.

  • Monograph Wealth Advisors reported no remaining AstraZeneca position as of Q2 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 6,549 AstraZeneca shares in Q2 2024, an estimated $887K.
  • Monograph Wealth Advisors first reported a position in AstraZeneca in Q1 2024 and held it in 1 quarter.
  • Monograph Wealth Advisors's AstraZeneca position peaked at $887K in Q1 2024.
  • 1,211 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.