SYSTM Wealth Solutions’s AstraZeneca AZN Stock Holding History

SYSTM Wealth Solutions’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	$1.01K	Sell	7 -5,041	-100%	-$814K	0.03%	78
2024 Q2	$787K	Sell	5,048 -2,578	-34%	-$388K	0.18%	123
2024 Q1	$1.03M	Sell	7,626 -914	-11%	-$121K	0.13%	191
2023 Q4	$1.15M	Buy	8,540 +1,320	+18%	+$172K	0.16%	173
2023 Q3	$978K	Buy	7,220 +598	+9%	+$81.7K	0.15%	183
2023 Q2	$948K	Buy	6,622 +627	+10%	+$92.3K	0.13%	212
2023 Q1	$832K	Sell	5,995 -17	-0.3%	-$2.29K	0.13%	199
2022 Q4	$815K	Buy	+6,012	New	+$754K	0.1%	249

Other funds holding AZN

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

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

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

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

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

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

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

SYSTM Wealth Solutions's AZN Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its AstraZeneca (AZN) stake by 100% in Q3 2024, selling an estimated $814K and leaving 7 shares worth $1.01K. The position accounts for 0.03% of the portfolio, ranked #78.

SYSTM Wealth Solutions first reported a position in AZN in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.15M in Q4 2023. 1,229 funds tracked by Wall St. Rank hold AZN as of Q3 2024.

SYSTM Wealth Solutions held 7 shares of AstraZeneca worth $1.01K as of Q3 2024.
SYSTM Wealth Solutions sold 5,041 AstraZeneca shares in Q3 2024, an estimated $814K.
AstraZeneca made up 0.03% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #78 holding.
SYSTM Wealth Solutions first reported a position in AstraZeneca in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's AstraZeneca position peaked at $1.15M in Q4 2023.
1,229 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.