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TD Ameritrade Investment Management’s AstraZeneca AZN Stock Holding History

TD Ameritrade Investment Management’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 		– Sell
-3,061
Closed -$438K – 38
2023
Q2 		$438K Sell
3,061
-724
-19% -$107K ﹤0.01% 123
2023
Q1 		$525K Sell
3,785
-521
-12% -$70.1K 0.01% 122
2022
Q4 		$584K Sell
4,306
-1,408
-25% -$177K 0.01% 125
2022
Q3 		$627K Sell
5,714
-1,067
-16% -$135K 0.01% 130
2022
Q2 		$896K Sell
6,781
-1,704
-20% -$224K 0.01% 128
2022
Q1 		$1.13M Buy
8,485
+146
+2% +$17.5K 0.01% 126
2021
Q4 		$971K Buy
8,339
+5,978
+253% +$703K 0.01% 129
2021
Q3 		$259K Sell
2,361
-863
-27% -$100K ﹤0.01% 198
2021
Q2 		$386K Buy
3,224
+773
+32% +$84.8K ﹤0.01% 185
2021
Q1 		$245K Hold
2,451
– – ﹤0.01% 207
2020
Q4 		$245K Buy
2,451
+90
+4% +$9.53K ﹤0.01% 207
2020
Q3 		$259K Sell
2,361
-13
-0.5% -$1.45K ﹤0.01% 198
2020
Q2 		$251K Buy
2,374
+44
+2% +$4.54K ﹤0.01% 198
2020
Q1 		$208K Sell
2,330
-372
-14% -$35K ﹤0.01% 196
2019
Q4 		$269K Buy
2,702
+892
+49% +$84K ﹤0.01% 189
2019
Q3 		$161K Buy
1,810
+1,002
+124% +$86.9K ﹤0.01% 192
2019
Q2 		$67K Buy
808
+399
+98% +$31.3K ﹤0.01% 228
2019
Q1 		$33K Sell
409
-32
-7% -$2.52K ﹤0.01% 275
2018
Q4 		$33K Sell
441
-41
-9% -$3.2K ﹤0.01% 262
2018
Q3 		$38K Buy
482
+451
+1,455% +$34.1K ﹤0.01% 230
2018
Q2 		$2K Buy
+31
New +$2.23K ﹤0.01% 330

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TD Ameritrade Investment Management's AZN Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of AstraZeneca (AZN) in Q3 2023, closing a stake of 3,061 shares — an estimated $438K sold.

TD Ameritrade Investment Management first reported a position in AZN in Q2 2018 and held it in 21 quarters. The position peaked at $1.13M in Q1 2022. 1,075 funds tracked by Wall St. Rank hold AZN as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining AstraZeneca position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 3,061 AstraZeneca shares in Q3 2023, an estimated $438K.
  • TD Ameritrade Investment Management first reported a position in AstraZeneca in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's AstraZeneca position peaked at $1.13M in Q1 2022.
  • 1,075 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.