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Strategic Financial Concepts’s AstraZeneca AZN Stock Holding History

Strategic Financial Concepts’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
-15,182
Closed -$390 – 276
2024
Q2 		$390 Buy
+15,182
New +$2.28M ﹤0.01% 666

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

Strategic Financial Concepts's AZN Position: Q3 2024 in Review

Strategic Financial Concepts sold out of AstraZeneca (AZN) in Q3 2024, closing a stake of 15,182 shares — an estimated $390 sold.

Strategic Financial Concepts first reported a position in AZN in Q2 2024 and held it in 1 quarter. The position peaked at $390 in Q2 2024. 1,230 funds tracked by Wall St. Rank hold AZN as of Q3 2024.

  • Strategic Financial Concepts reported no remaining AstraZeneca position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 15,182 AstraZeneca shares in Q3 2024, an estimated $390.
  • Strategic Financial Concepts first reported a position in AstraZeneca in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's AstraZeneca position peaked at $390 in Q2 2024.
  • 1,230 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.