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Reston Wealth Management’s AstraZeneca AZN Stock Holding History

Reston Wealth Management’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
-75
Closed -$11.6K – 89
2024
Q3 		$11.6K Buy
+75
New +$12.1K ﹤0.01% 230

Other funds holding AZN

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Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Reston Wealth Management's AZN Position: Q4 2024 in Review

Reston Wealth Management sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 75 shares — an estimated $11.6K sold.

Reston Wealth Management first reported a position in AZN in Q3 2024 and held it in 1 quarter. The position peaked at $11.6K in Q3 2024. 1,220 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

  • Reston Wealth Management reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 75 AstraZeneca shares in Q4 2024, an estimated $11.6K.
  • Reston Wealth Management first reported a position in AstraZeneca in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's AstraZeneca position peaked at $11.6K in Q3 2024.
  • 1,220 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.