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Tiedemann Advisors’s AstraZeneca AZN Stock Holding History

Tiedemann 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 		$339K Sell
2,513
-10
-0.4% -$1.37K 0.01% 207
2023
Q2 		$361K Sell
2,523
-5
-0.2% -$736 0.02% 188
2023
Q1 		$351K Buy
+2,528
New +$340K 0.02% 191

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

Tiedemann Advisors's AZN Position: Q3 2023 in Review

Tiedemann Advisors reduced its AstraZeneca (AZN) stake by 0.4% in Q3 2023, selling an estimated $1.37K and leaving 2,513 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #207.

Tiedemann Advisors first reported a position in AZN in Q1 2023 and has held it in 3 quarters since. The position peaked at $361K in Q2 2023. 1,074 funds tracked by Wall St. Rank hold AZN as of Q3 2023.

  • Tiedemann Advisors held 2,513 shares of AstraZeneca worth $339K as of Q3 2023.
  • Tiedemann Advisors sold 10 AstraZeneca shares in Q3 2023, an estimated $1.37K.
  • AstraZeneca made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #207 holding.
  • Tiedemann Advisors first reported a position in AstraZeneca in Q1 2023 and has held it in 3 quarters since.
  • Tiedemann Advisors's AstraZeneca position peaked at $361K in Q2 2023.
  • 1,074 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.