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 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

Moran Wealth Management's AZN Position: Q2 2024 in Review

Moran Wealth Management sold out of AstraZeneca (AZN) in Q2 2024, closing a stake of 25,498 shares — an estimated $3.45M sold.

Moran Wealth Management first reported a position in AZN in Q4 2022 and held it in 6 quarters. The position peaked at $3.45M in Q1 2024. 1,212 funds tracked by Wall St. Rank hold AZN as of Q2 2024.

Moran Wealth Management reported no remaining AstraZeneca position as of Q2 2024 after selling out during the quarter.
Moran Wealth Management sold 25,498 AstraZeneca shares in Q2 2024, an estimated $3.45M.
Moran Wealth Management first reported a position in AstraZeneca in Q4 2022 and held it in 6 quarters.
Moran Wealth Management's AstraZeneca position peaked at $3.45M in Q1 2024.
1,212 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2024.

Based on Moran Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.