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Private Wealth Management Group’s AstraZeneca AZN Stock Holding History

Private Wealth Management Group’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
-65
Closed -$8.81K – 1508
2024
Q1 		$8.81K Hold
65
– – ﹤0.01% 446
2023
Q4 		$8.76K Buy
+65
New +$8.45K ﹤0.01% 438

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Wealth Management Group's AZN Position: Q2 2024 in Review

Private Wealth Management Group sold out of AstraZeneca (AZN) in Q2 2024, closing a stake of 65 shares — an estimated $8.81K sold.

Private Wealth Management Group first reported a position in AZN in Q4 2023 and held it in 2 quarters. The position peaked at $8.81K in Q1 2024. 1,212 funds tracked by Wall St. Rank hold AZN as of Q2 2024.

  • Private Wealth Management Group reported no remaining AstraZeneca position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 65 AstraZeneca shares in Q2 2024, an estimated $8.81K.
  • Private Wealth Management Group first reported a position in AstraZeneca in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's AstraZeneca position peaked at $8.81K in Q1 2024.
  • 1,212 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2024.

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