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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return