PSI Advisors’s AstraZeneca AZN Stock Holding History

PSI 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
2025 Q2	–	Sell	-15	Closed	-$2.21K	–	149
2025 Q1	$2.21K	Sell	15 -54	-78%	-$7.81K	﹤0.01%	590
2024 Q4	$8.97K	Hold	69	–	–	﹤0.01%	546
2024 Q3	$10.7K	Hold	69	–	–	﹤0.01%	525
2024 Q2	$10.6K	Buy	69 +18	+35%	+$2.71K	﹤0.01%	503
2024 Q1	$6.93K	Hold	51	–	–	﹤0.01%	540
2023 Q4	$6.79K	Hold	51	–	–	﹤0.01%	566
2023 Q3	$6.83K	Buy	51 +1	+2%	+$137	﹤0.01%	546
2023 Q2	$7.17K	Hold	50	–	–	﹤0.01%	536
2023 Q1	$6.95K	Hold	50	–	–	﹤0.01%	493
2022 Q4	$6.7K	Sell	50 -175	-78%	-$21.9K	﹤0.01%	480
2022 Q3	$25K	Buy	225 +1	+0.4%	+$127	0.01%	298
2022 Q2	$30K	Hold	224	–	–	0.01%	300
2022 Q1	$30K	Hold	224	–	–	0.01%	313
2021 Q4	$26K	Sell	224 -200	-47%	-$23.5K	0.01%	357
2021 Q3	$51K	Buy	+424	New	+$49.4K	0.02%	288
2020 Q1	–	Sell	-937	Closed	-$93K	–	148
2019 Q4	$93K	Buy	+937	New	+$88.2K	0.06%	195

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return