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Unique Wealth Strategies’s AstraZeneca AZN Stock Holding History

Unique Wealth Strategies’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
-53
Closed -$7.18K – 251
2024
Q2 		$7.18K Buy
+53
New +$7.97K ﹤0.01% 357

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Unique Wealth Strategies's AZN Position: Q3 2024 in Review

Unique Wealth Strategies sold out of AstraZeneca (AZN) in Q3 2024, closing a stake of 53 shares — an estimated $7.18K sold.

Unique Wealth Strategies first reported a position in AZN in Q2 2024 and held it in 1 quarter. The position peaked at $7.18K in Q2 2024. 1,229 funds tracked by Wall St. Rank hold AZN as of Q3 2024.

  • Unique Wealth Strategies reported no remaining AstraZeneca position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 53 AstraZeneca shares in Q3 2024, an estimated $7.18K.
  • Unique Wealth Strategies first reported a position in AstraZeneca in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's AstraZeneca position peaked at $7.18K in Q2 2024.
  • 1,229 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.