Optimum Investment Advisors’s AstraZeneca AZN Stock Holding History

Optimum 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
2024 Q4	–	Sell	-106	Closed	-$16.5K	–	618
2024 Q3	$16.5K	Sell	106 -350	-77%	-$56.5K	0.01%	473
2024 Q2	$71.1K	Hold	456	–	–	0.03%	314
2024 Q1	$61.8K	Hold	456	–	–	0.03%	336
2023 Q4	$61.4K	Sell	456 -150	-25%	-$19.5K	0.03%	327
2023 Q3	$82.1K	Hold	606	–	–	0.04%	298
2023 Q2	$86.7K	Hold	606	–	–	0.04%	298
2023 Q1	$84.1K	Hold	606	–	–	0.04%	297
2022 Q4	$82.2K	Hold	606	–	–	0.04%	298
2022 Q3	$66K	Hold	606	–	–	0.04%	338
2022 Q2	$80K	Hold	606	–	–	0.04%	319
2022 Q1	$80K	Hold	606	–	–	0.03%	347
2021 Q4	$71K	Sell	606 -100	-14%	-$11.8K	0.03%	392
2021 Q3	$85K	Buy	706 +106	+18%	+$12.3K	0.04%	357
2021 Q2	$72K	Hold	600	–	–	0.02%	431
2021 Q1	$60K	Hold	600	–	–	0.02%	460
2020 Q4	$60K	Hold	600	–	–	0.02%	447
2020 Q3	$66K	Buy	600 +100	+20%	+$11.1K	0.02%	397
2020 Q2	$53K	Hold	500	–	–	0.02%	430
2020 Q1	$45K	Hold	500	–	–	0.02%	446
2019 Q4	$50K	Hold	500	–	–	0.01%	516
2019 Q3	$45K	Hold	500	–	–	0.01%	534
2019 Q2	$41K	Hold	500	–	–	0.01%	542
2019 Q1	$40K	Hold	500	–	–	0.01%	547
2018 Q4	$38K	Hold	500	–	–	0.01%	508
2018 Q3	$40K	Hold	500	–	–	0.01%	575
2018 Q2	$35K	Hold	500	–	–	0.01%	602
2018 Q1	$35K	Buy	+500	New	+$34.6K	0.01%	592
2015 Q1	$42K	Buy	+614	New	+$42.7K	0.01%	544
2014 Q3	–	Sell	-500	Closed	-$37K	–	918
2014 Q2	$37K	Buy	+500	New	+$36.1K	0.01%	543

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Optimum Investment Advisors's AZN Position: Q4 2024 in Review

Optimum Investment Advisors sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 106 shares — an estimated $16.5K sold.

Optimum Investment Advisors first reported a position in AZN in Q2 2014 and held it in 29 quarters. The position peaked at $86.7K in Q2 2023. 1,219 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

Optimum Investment Advisors reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
Optimum Investment Advisors sold 106 AstraZeneca shares in Q4 2024, an estimated $16.5K.
Optimum Investment Advisors first reported a position in AstraZeneca in Q2 2014 and held it in 29 quarters.
Optimum Investment Advisors's AstraZeneca position peaked at $86.7K in Q2 2023.
1,219 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Optimum Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.