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Stratos Wealth Advisors’s AstraZeneca AZN Stock Holding History

Stratos Wealth 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
2024
Q4 		– Sell
-3,350
Closed -$522K – 718
2024
Q3 		$522K Buy
3,350
+67
+2% +$10.8K 0.02% 491
2024
Q2 		$512K Buy
3,283
+161
+5% +$24.2K 0.03% 466
2024
Q1 		$423K Buy
3,122
+1,060
+51% +$140K 0.03% 493
2023
Q4 		$278K Buy
+2,062
New +$268K 0.02% 571
2023
Q1 		– Sell
-8,598
Closed -$1.17M – 599
2022
Q4 		$1.17M Buy
+8,598
New +$1.08M 0.1% 262

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
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

Stratos Wealth Advisors's AZN Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 3,350 shares — an estimated $522K sold.

Stratos Wealth Advisors first reported a position in AZN in Q4 2022 and held it in 5 quarters. The position peaked at $1.17M in Q4 2022. 1,219 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

  • Stratos Wealth Advisors reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 3,350 AstraZeneca shares in Q4 2024, an estimated $522K.
  • Stratos Wealth Advisors first reported a position in AstraZeneca in Q4 2022 and held it in 5 quarters.
  • Stratos Wealth Advisors's AstraZeneca position peaked at $1.17M in Q4 2022.
  • 1,219 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.