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Schechter Investment Advisors’s AstraZeneca AZN Stock Holding History

Schechter Investment 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
Q1 		$1.8M Sell
12,252
-512
-4% -$74.1K 0.15% 129
2024
Q4 		$1.67M Buy
12,764
+1,642
+15% +$230K 0.13% 152
2024
Q3 		$1.73M Buy
11,122
+119
+1% +$19.2K 0.13% 155
2024
Q2 		$1.72M Buy
11,003
+3,519
+47% +$530K 0.13% 149
2024
Q1 		$1.01M Buy
7,484
+1,243
+20% +$165K 0.08% 243
2023
Q4 		$841K Sell
6,241
-241
-4% -$31.3K 0.07% 260
2023
Q3 		$878K Sell
6,482
-236
-4% -$32.2K 0.09% 242
2023
Q2 		$962K Buy
6,718
+214
+3% +$31.5K 0.09% 249
2023
Q1 		$903K Sell
6,504
-38
-0.6% -$5.11K 0.08% 280
2022
Q4 		$887K Buy
6,542
+718
+12% +$90K 0.08% 328
2022
Q3 		$639K Sell
5,824
-155
-3% -$19.7K 0.06% 430
2022
Q2 		$790K Buy
5,979
+298
+5% +$39.1K 0.08% 360
2022
Q1 		$754K Buy
5,681
+1,300
+30% +$156K 0.07% 401
2021
Q4 		$510K Buy
+4,381
New +$515K 0.05% 497

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Schechter Investment Advisors's AZN Position: Q1 2025 in Review

Schechter Investment Advisors reduced its AstraZeneca (AZN) stake by 4% in Q1 2025, selling an estimated $74.1K and leaving 12,252 shares worth $1.8M. The position accounts for 0.15% of the portfolio, ranked #129.

Schechter Investment Advisors first reported a position in AZN in Q4 2021 and has held it in 14 quarters since. 1,249 funds tracked by Wall St. Rank hold AZN as of Q1 2025.

  • Schechter Investment Advisors held 12,252 shares of AstraZeneca worth $1.8M as of Q1 2025.
  • Schechter Investment Advisors sold 512 AstraZeneca shares in Q1 2025, an estimated $74.1K.
  • AstraZeneca made up 0.15% of Schechter Investment Advisors's portfolio in Q1 2025, its #129 holding.
  • Schechter Investment Advisors first reported a position in AstraZeneca in Q4 2021 and has held it in 14 quarters since.
  • 1,249 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.