The Family Firm’s AstraZeneca AZN Stock Holding History

The Family Firm’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	–	Sell	-55	Closed	-$8.5K	–	256
2024 Q2	$8.5K	Buy	+55	New	+$8.28K	﹤0.01%	699

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

The Family Firm's AZN Position: Q3 2024 in Review

The Family Firm sold out of AstraZeneca (AZN) in Q3 2024, closing a stake of 55 shares — an estimated $8.5K sold.

The Family Firm first reported a position in AZN in Q2 2024 and held it in 1 quarter. The position peaked at $8.5K in Q2 2024. 1,230 funds tracked by Wall St. Rank hold AZN as of Q3 2024.

The Family Firm reported no remaining AstraZeneca position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 55 AstraZeneca shares in Q3 2024, an estimated $8.5K.
The Family Firm first reported a position in AstraZeneca in Q2 2024 and held it in 1 quarter.
The Family Firm's AstraZeneca position peaked at $8.5K in Q2 2024.
1,230 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.