Principle Wealth Partners’s AstraZeneca AZN Stock Holding History

Principle Wealth Partners’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
2023 Q2	–	Sell	-2,045	Closed	-$284K	–	324
2023 Q1	$284K	Hold	2,045	–	–	0.03%	265
2022 Q4	$277K	Buy	2,045 +169	+9%	+$21.2K	0.03%	263
2022 Q3	$206K	Hold	1,876	–	–	0.02%	286
2022 Q2	$248K	Hold	1,876	–	–	0.03%	272
2022 Q1	$249K	Hold	1,876	–	–	0.03%	285
2021 Q4	$218K	Hold	1,876	–	–	0.02%	301
2021 Q3	$225K	Buy	+1,876	New	+$218K	0.03%	294

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principle Wealth Partners's AZN Position: Q2 2023 in Review

Principle Wealth Partners sold out of AstraZeneca (AZN) in Q2 2023, closing a stake of 2,045 shares — an estimated $284K sold.

Principle Wealth Partners first reported a position in AZN in Q3 2021 and held it in 7 quarters. The position peaked at $284K in Q1 2023. 1,090 funds tracked by Wall St. Rank hold AZN as of Q2 2023.

Principle Wealth Partners reported no remaining AstraZeneca position as of Q2 2023 after selling out during the quarter.
Principle Wealth Partners sold 2,045 AstraZeneca shares in Q2 2023, an estimated $284K.
Principle Wealth Partners first reported a position in AstraZeneca in Q3 2021 and held it in 7 quarters.
Principle Wealth Partners's AstraZeneca position peaked at $284K in Q1 2023.
1,090 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2023.

Based on Principle Wealth Partners's 13F filing for Q2 2023, filed 31 Jul 2023.