TRUE Private Wealth Advisors’s AstraZeneca AZN Stock Holding History

TRUE Private Wealth 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
2024 Q3	–	Sell	-1,378	Closed	-$215K	–	223
2024 Q2	$215K	Buy	+1,378	New	+$207K	0.02%	263
2024 Q1	–	Sell	-1,525	Closed	-$205K	–	287
2023 Q4	$205K	Sell	1,525 -285	-16%	-$37K	0.03%	277
2023 Q3	$245K	Buy	+1,810	New	+$247K	0.03%	222
2021 Q1	–	Sell	-850	Closed	-$84K	–	271
2020 Q4	$84K	Hold	850	–	–	0.01%	293
2020 Q3	$93K	Buy	850 +50	+6%	+$5.56K	0.02%	258
2020 Q2	$84K	Hold	800	–	–	0.02%	258
2020 Q1	$71K	Hold	800	–	–	0.02%	249
2019 Q4	$79K	Buy	+800	New	+$75.3K	0.01%	320
2019 Q3	–	Sell	-2,940	Closed	-$242K	–	253
2019 Q2	$242K	Sell	2,940 -804	-21%	-$63K	0.04%	175
2019 Q1	$302K	Buy	3,744 +734	+24%	+$57.9K	0.06%	151
2018 Q4	$228K	Buy	3,010 +224	+8%	+$17.5K	0.04%	208
2018 Q3	$220K	Sell	2,786 -917	-25%	-$69.4K	0.03%	253
2018 Q2	$260K	Buy	+3,703	New	+$266K	0.04%	229

Other funds holding AZN

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

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

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

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

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

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

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

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

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

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

TRUE Private Wealth Advisors's AZN Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of AstraZeneca (AZN) in Q3 2024, closing a stake of 1,378 shares — an estimated $215K sold.

TRUE Private Wealth Advisors first reported a position in AZN in Q2 2018 and held it in 13 quarters. The position peaked at $302K in Q1 2019. 1,230 funds tracked by Wall St. Rank hold AZN as of Q3 2024.

TRUE Private Wealth Advisors reported no remaining AstraZeneca position as of Q3 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,378 AstraZeneca shares in Q3 2024, an estimated $215K.
TRUE Private Wealth Advisors first reported a position in AstraZeneca in Q2 2018 and held it in 13 quarters.
TRUE Private Wealth Advisors's AstraZeneca position peaked at $302K in Q1 2019.
1,230 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.