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Pillar Wealth Advisors’s AstraZeneca AZN Stock Holding History

Pillar 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
-1,630
Closed -$221K – 60
2024
Q1 		$221K Buy
+1,630
New +$216K 0.17% 68

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 $167B AUM 44.17% 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

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

Pillar Wealth Advisors sold out of AstraZeneca (AZN) in Q2 2024, closing a stake of 1,630 shares — an estimated $221K sold.

Pillar Wealth Advisors first reported a position in AZN in Q1 2024 and held it in 1 quarter. The position peaked at $221K in Q1 2024. 1,212 funds tracked by Wall St. Rank hold AZN as of Q2 2024.

  • Pillar Wealth Advisors reported no remaining AstraZeneca position as of Q2 2024 after selling out during the quarter.
  • Pillar Wealth Advisors sold 1,630 AstraZeneca shares in Q2 2024, an estimated $221K.
  • Pillar Wealth Advisors first reported a position in AstraZeneca in Q1 2024 and held it in 1 quarter.
  • Pillar Wealth Advisors's AstraZeneca position peaked at $221K in Q1 2024.
  • 1,212 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2024.

Based on Pillar Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.