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StrategIQ Financial Group’s AstraZeneca AZN Stock Holding History

StrategIQ Financial 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
Q4 		– Sell
-1,503
Closed -$203K – 319
2023
Q3 		$203K Buy
1,503
+49
+3% +$6.69K 0.02% 297
2023
Q2 		$208K Buy
+1,454
New +$214K 0.02% 294

Other funds holding AZN

T. Rowe Price Associates
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

StrategIQ Financial Group's AZN Position: Q4 2023 in Review

StrategIQ Financial Group sold out of AstraZeneca (AZN) in Q4 2023, closing a stake of 1,503 shares — an estimated $203K sold.

StrategIQ Financial Group first reported a position in AZN in Q2 2023 and held it in 2 quarters. The position peaked at $208K in Q2 2023. 1,130 funds tracked by Wall St. Rank hold AZN as of Q4 2023.

  • StrategIQ Financial Group reported no remaining AstraZeneca position as of Q4 2023 after selling out during the quarter.
  • StrategIQ Financial Group sold 1,503 AstraZeneca shares in Q4 2023, an estimated $203K.
  • StrategIQ Financial Group first reported a position in AstraZeneca in Q2 2023 and held it in 2 quarters.
  • StrategIQ Financial Group's AstraZeneca position peaked at $208K in Q2 2023.
  • 1,130 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.