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Tanglewood Legacy Advisors’s AstraZeneca AZN Stock Holding History

Tanglewood Legacy 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
Q1 		– Sell
-143
Closed -$19.3K – 296
2023
Q4 		$19.3K Hold
143
– – 0.01% 214
2023
Q3 		$19.4K Hold
143
– – 0.01% 214
2023
Q2 		$20.5K Hold
143
– – 0.01% 213
2023
Q1 		$19.9K Hold
143
– – 0.01% 206
2022
Q4 		$19.4K Buy
+143
New +$17.9K 0.01% 186

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tanglewood Legacy Advisors's AZN Position: Q1 2024 in Review

Tanglewood Legacy Advisors sold out of AstraZeneca (AZN) in Q1 2024, closing a stake of 143 shares — an estimated $19.3K sold.

Tanglewood Legacy Advisors first reported a position in AZN in Q4 2022 and held it in 5 quarters. The position peaked at $20.5K in Q2 2023. 1,142 funds tracked by Wall St. Rank hold AZN as of Q1 2024.

  • Tanglewood Legacy Advisors reported no remaining AstraZeneca position as of Q1 2024 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 143 AstraZeneca shares in Q1 2024, an estimated $19.3K.
  • Tanglewood Legacy Advisors first reported a position in AstraZeneca in Q4 2022 and held it in 5 quarters.
  • Tanglewood Legacy Advisors's AstraZeneca position peaked at $20.5K in Q2 2023.
  • 1,142 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2024.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.