Retirement Group’s AstraZeneca AZN Stock Holding History

Retirement 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
2023 Q3	–	Sell	-30	Closed	-$4.29K	–	778
2023 Q2	$4.29K	Hold	30	–	–	﹤0.01%	532
2023 Q1	$4K	Buy	+30	New	+$4.04K	﹤0.01%	508
2022 Q2	–	Sell	-5	Closed	-$1K	–	744
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	663
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	639
2021 Q3	$1K	Buy	+5	New	+$582	﹤0.01%	554
2020 Q4	–	Sell	-10	Closed	-$1K	–	649
2020 Q3	$1K	Buy	+10	New	+$1.11K	﹤0.01%	587

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Retirement Group's AZN Position: Q3 2023 in Review

Retirement Group sold out of AstraZeneca (AZN) in Q3 2023, closing a stake of 30 shares — an estimated $4.29K sold.

Retirement Group first reported a position in AZN in Q3 2020 and held it in 6 quarters. The position peaked at $4.29K in Q2 2023. 1,073 funds tracked by Wall St. Rank hold AZN as of Q3 2023.

Retirement Group reported no remaining AstraZeneca position as of Q3 2023 after selling out during the quarter.
Retirement Group sold 30 AstraZeneca shares in Q3 2023, an estimated $4.29K.
Retirement Group first reported a position in AstraZeneca in Q3 2020 and held it in 6 quarters.
Retirement Group's AstraZeneca position peaked at $4.29K in Q2 2023.
1,073 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2023.

Based on Retirement Group's 13F filing for Q3 2023, filed 6 Nov 2023.