Moran Wealth Management’s AstraZeneca AZN Stock Holding History

Moran Wealth Management’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	-25,498	Closed	-$3.45M	–	391
2024 Q1	$3.45M	Buy	25,498 +748	+3%	+$99K	0.11%	207
2023 Q4	$3.33M	Buy	24,750 +9,022	+57%	+$1.17M	0.12%	204
2023 Q3	$2.13M	Buy	15,728 +61	+0.4%	+$8.33K	0.08%	211
2023 Q2	$2.24M	Sell	15,667 -226	-1%	-$33.3K	0.08%	215
2023 Q1	$2.21M	Sell	15,893 -283	-2%	-$38.1K	0.08%	213
2022 Q4	$2.19M	Buy	+16,176	New	+$2.03M	0.08%	206

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 New York $761B AUM 31.28% 1-Year Est. Return