Wealth Effects’s AstraZeneca AZN Stock Holding History

Wealth Effects’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	-1,363	Closed	-$213K	–	218
2024 Q2	$213K	Buy	+1,363	New	+$205K	0.08%	185

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

Wealth Effects's AZN Position: Q3 2024 in Review

Wealth Effects sold out of AstraZeneca (AZN) in Q3 2024, closing a stake of 1,363 shares — an estimated $213K sold.

Wealth Effects first reported a position in AZN in Q2 2024 and held it in 1 quarter. The position peaked at $213K in Q2 2024. 1,230 funds tracked by Wall St. Rank hold AZN as of Q3 2024.

Wealth Effects reported no remaining AstraZeneca position as of Q3 2024 after selling out during the quarter.
Wealth Effects sold 1,363 AstraZeneca shares in Q3 2024, an estimated $213K.
Wealth Effects first reported a position in AstraZeneca in Q2 2024 and held it in 1 quarter.
Wealth Effects's AstraZeneca position peaked at $213K in Q2 2024.
1,230 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2024.

Based on Wealth Effects's 13F filing for Q3 2024, filed 21 Oct 2024.