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Wallace Advisory Group’s AstraZeneca AZN Stock Holding History

Wallace Advisory Group’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
-1,307
Closed -$204K – 188
2024
Q4 		$204K Buy
+1,307
New +$183K 0.14% 173

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
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
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

Wallace Advisory Group's AZN Position: Q1 2025 in Review

Wallace Advisory Group sold out of AstraZeneca (AZN) in Q1 2025, closing a stake of 1,307 shares — an estimated $204K sold.

Wallace Advisory Group first reported a position in AZN in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 1,249 funds tracked by Wall St. Rank hold AZN as of Q1 2025.

  • Wallace Advisory Group reported no remaining AstraZeneca position as of Q1 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 1,307 AstraZeneca shares in Q1 2025, an estimated $204K.
  • Wallace Advisory Group first reported a position in AstraZeneca in Q4 2024 and held it in 1 quarter.
  • Wallace Advisory Group's AstraZeneca position peaked at $204K in Q4 2024.
  • 1,249 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2025.

Based on Wallace Advisory Group's 13F filing for Q1 2025, filed 9 Apr 2025.