V Wealth Advisors’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,020
Closed -$432K 137
2023
Q2
$432K Hold
3,020
0.07% 222
2023
Q1
$419K Sell
3,020
-24
-0.8% -$3.23K 0.08% 225
2022
Q4
$413K Buy
+3,044
New +$382K 0.09% 219
2022
Q3
Sell
-1,655
Closed -$219K 378
2022
Q2
$219K Hold
1,655
0.04% 370
2022
Q1
$220K Buy
+1,655
New +$198K 0.04% 404
2017
Q3
Sell
-99
Closed -$7K 235
2017
Q2
$7K Buy
+99
New +$6.46K ﹤0.01% 613

Other funds holding AZN

V Wealth Advisors's AZN Position: Q3 2023 in Review

V Wealth Advisors sold out of AstraZeneca (AZN) in Q3 2023, closing a stake of 3,020 shares — an estimated $432K sold.

V Wealth Advisors first reported a position in AZN in Q2 2017 and held it in 6 quarters. The position peaked at $432K in Q2 2023. 1,073 funds tracked by Wall St. Rank hold AZN as of Q3 2023.

  • V Wealth Advisors reported no remaining AstraZeneca position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 3,020 AstraZeneca shares in Q3 2023, an estimated $432K.
  • V Wealth Advisors first reported a position in AstraZeneca in Q2 2017 and held it in 6 quarters.
  • V Wealth Advisors's AstraZeneca position peaked at $432K in Q2 2023.
  • 1,073 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.