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Significant Wealth Partners’s AstraZeneca AZN Stock Holding History

Significant Wealth Partners’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
-3,235
Closed -$504K – 87
2024
Q3 		$504K Buy
3,235
+55
+2% +$8.88K 0.26% 25
2024
Q2 		$496K Buy
3,180
+592
+23% +$89.1K 0.28% 16
2024
Q1 		$351K Buy
2,588
+480
+23% +$63.6K 0.23% 109
2023
Q4 		$284K Buy
+2,108
New +$274K 0.21% 117

Other funds holding AZN

T. Rowe Price Associates
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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

Significant Wealth Partners's AZN Position: Q4 2024 in Review

Significant Wealth Partners sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 3,235 shares — an estimated $504K sold.

Significant Wealth Partners first reported a position in AZN in Q4 2023 and held it in 4 quarters. The position peaked at $504K in Q3 2024. 1,219 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

  • Significant Wealth Partners reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 3,235 AstraZeneca shares in Q4 2024, an estimated $504K.
  • Significant Wealth Partners first reported a position in AstraZeneca in Q4 2023 and held it in 4 quarters.
  • Significant Wealth Partners's AstraZeneca position peaked at $504K in Q3 2024.
  • 1,219 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Significant Wealth Partners's 13F filing for Q4 2024, filed 11 Feb 2025.