Waldron Private Wealth’s AstraZeneca AZN Stock Holding History

Waldron Private Wealth’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
2025 Q1	–	Sell	-2,345	Closed	-$307K	–	305
2024 Q4	$307K	Buy	2,345 +426	+22%	+$59.6K	0.01%	327
2024 Q3	$299K	Buy	1,919 +157	+9%	+$25.3K	0.01%	327
2024 Q2	$275K	Buy	+1,762	New	+$265K	0.01%	330
2024 Q1	–	Sell	-1,600	Closed	-$215K	–	434
2023 Q4	$215K	Buy	+1,600	New	+$208K	0.01%	376

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Wellington Management Group

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Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Franklin Resources

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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