Sutton Wealth Advisors’s AstraZeneca AZN Stock Holding History

Sutton 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
2023 Q3	$78.3K	Hold	578	–	–	0.04%	191
2023 Q2	$82.7K	Buy	578 +152	+36%	+$22.4K	0.04%	186
2023 Q1	$59.1K	Hold	426	–	–	0.03%	191
2022 Q4	$57.8K	Sell	426 -1,100	-72%	-$138K	0.02%	350
2022 Q3	$167K	Hold	1,526	–	–	0.07%	185
2022 Q2	$202K	Hold	1,526	–	–	0.08%	166
2022 Q1	$202K	Hold	1,526	–	–	0.07%	179
2021 Q4	$178K	Hold	1,526	–	–	0.06%	192
2021 Q3	$183K	Buy	1,526 +1,100	+258%	+$128K	0.07%	183
2021 Q2	$51K	Hold	426	–	–	0.02%	402
2021 Q1	$42.4K	Hold	426	–	–	0.02%	436
2020 Q4	$42.6K	Hold	426	–	–	0.02%	406
2020 Q3	$46.7K	Hold	426	–	–	0.02%	318
2020 Q2	$45.1K	Hold	426	–	–	0.02%	325
2020 Q1	$38K	Hold	426	–	–	0.02%	329
2019 Q4	$42.5K	Hold	426	–	–	0.02%	354
2019 Q3	$38K	Hold	426	–	–	0.02%	380
2019 Q2	$35.2K	Hold	426	–	–	0.02%	405
2019 Q1	$34.4K	Hold	426	–	–	0.02%	394
2018 Q4	$32.4K	Hold	426	–	–	0.02%	372
2018 Q3	$33.7K	Hold	426	–	–	0.02%	403
2018 Q2	$29.9K	Hold	426	–	–	0.02%	436
2018 Q1	$29.8K	Hold	426	–	–	0.02%	416
2017 Q4	$29.6K	Hold	426	–	–	0.02%	415
2017 Q3	$28.9K	Hold	426	–	–	0.02%	413
2017 Q2	$29K	Hold	426	–	–	0.02%	411
2017 Q1	$26.5K	Hold	426	–	–	0.02%	406
2016 Q4	$23.3K	Hold	426	–	–	0.02%	448
2016 Q3	$28K	Hold	426	–	–	0.03%	373
2016 Q2	$25.7K	Hold	426	–	–	0.02%	381
2016 Q1	$24K	Buy	+426	New	+$25.6K	0.02%	389

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sutton Wealth Advisors's AZN Position: Q3 2023 in Review

Sutton Wealth Advisors held its AstraZeneca (AZN) position steady in Q3 2023 at 578 shares worth $78.3K. The position accounts for 0.04% of the portfolio, ranked #191.

Sutton Wealth Advisors first reported a position in AZN in Q1 2016 and has held it in 31 quarters since. The position peaked at $202K in Q1 2022. 1,075 funds tracked by Wall St. Rank hold AZN as of Q3 2023.

Sutton Wealth Advisors held 578 shares of AstraZeneca worth $78.3K as of Q3 2023.
Sutton Wealth Advisors left its AstraZeneca share count unchanged in Q3 2023.
AstraZeneca made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #191 holding.
Sutton Wealth Advisors first reported a position in AstraZeneca in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's AstraZeneca position peaked at $202K in Q1 2022.
1,075 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.