Tradition Wealth Management’s AstraZeneca AZN Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-166	Closed	-$22K	–	451
2023 Q4	$22K	Sell	166 -17	-9%	-$2.21K	﹤0.01%	813
2023 Q3	$25K	Sell	183 -332	-64%	-$45.3K	﹤0.01%	786
2023 Q2	$74K	Buy	515 +17	+3%	+$2.5K	0.01%	528
2023 Q1	$69K	Buy	498 +13	+3%	+$1.75K	0.01%	533
2022 Q4	$66K	Hold	485	–	–	0.01%	467
2022 Q3	$53K	Hold	485	–	–	0.01%	493
2022 Q2	$64K	Hold	485	–	–	0.01%	423
2022 Q1	$64K	Sell	485 -125	-20%	-$15K	0.01%	456
2021 Q4	$71K	Sell	610 -90	-13%	-$10.6K	0.01%	460
2021 Q3	$84K	Hold	700	–	–	0.01%	396
2021 Q2	$84K	Sell	700 -2	-0.3%	-$219	0.01%	420
2021 Q1	$70K	Sell	702 -148	-17%	-$14.9K	0.01%	372
2020 Q4	$85K	Buy	+850	New	+$90K	0.02%	317

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tradition Wealth Management's AZN Position: Q1 2024 in Review

Tradition Wealth Management sold out of AstraZeneca (AZN) in Q1 2024, closing a stake of 166 shares — an estimated $22K sold.

Tradition Wealth Management first reported a position in AZN in Q4 2020 and held it in 13 quarters. The position peaked at $85K in Q4 2020. 1,142 funds tracked by Wall St. Rank hold AZN as of Q1 2024.

Tradition Wealth Management reported no remaining AstraZeneca position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 166 AstraZeneca shares in Q1 2024, an estimated $22K.
Tradition Wealth Management first reported a position in AstraZeneca in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's AstraZeneca position peaked at $85K in Q4 2020.
1,142 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.