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SteelPeak Wealth’s AstraZeneca AZN Stock Holding History

SteelPeak Wealth’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
Q3 		– Sell
-1,352
Closed -$211K – 525
2024
Q2 		$211K Buy
+1,352
New +$203K 0.01% 455
2022
Q2 		– Sell
-6,754
Closed -$896K – 409
2022
Q1 		$896K Sell
6,754
-3,452
-34% -$414K 0.05% 200
2021
Q4 		$1.19M Buy
10,206
+3,088
+43% +$363K 0.07% 163
2021
Q3 		$855K Buy
7,118
+2,247
+46% +$262K 0.06% 179
2021
Q2 		$584K Buy
4,871
+1,191
+32% +$131K 0.04% 248
2021
Q1 		$366K Buy
+3,680
New +$370K 0.03% 271

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SteelPeak Wealth's AZN Position: Q3 2024 in Review

SteelPeak Wealth sold out of AstraZeneca (AZN) in Q3 2024, closing a stake of 1,352 shares — an estimated $211K sold.

SteelPeak Wealth first reported a position in AZN in Q1 2021 and held it in 6 quarters. The position peaked at $1.19M in Q4 2021. 1,230 funds tracked by Wall St. Rank hold AZN as of Q3 2024.

  • SteelPeak Wealth reported no remaining AstraZeneca position as of Q3 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 1,352 AstraZeneca shares in Q3 2024, an estimated $211K.
  • SteelPeak Wealth first reported a position in AstraZeneca in Q1 2021 and held it in 6 quarters.
  • SteelPeak Wealth's AstraZeneca position peaked at $1.19M in Q4 2021.
  • 1,230 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2024.

Based on SteelPeak Wealth's 13F filing for Q3 2024, filed 25 Oct 2024.