WealthPLAN Partners’s AstraZeneca AZN Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-630	Closed	-$90.2K	–	370
2023 Q2	$90.2K	Hold	630	–	–	0.01%	416
2023 Q1	$87.5K	Sell	630 -42,364	-99%	-$5.7M	0.01%	456
2022 Q4	$6.05M	Buy	+42,994	New	+$5.39M	0.42%	62
2022 Q1	$5M	Buy	37,677 +717	+2%	+$86K	0.35%	75
2021 Q4	$4.3M	Hold	36,960	–	–	0.28%	80
2021 Q3	$4.05M	Sell	36,960 -4	-0%	-$466	0.27%	83
2021 Q2	$4.18M	Buy	36,964 +6,859	+23%	+$753K	0.29%	75
2021 Q1	$3.19M	Buy	30,105 +10,494	+54%	+$1.05M	0.25%	80
2020 Q4	$1.98M	Buy	19,611 +807	+4%	+$85.5K	0.17%	98
2020 Q3	$2.14M	Buy	18,804 +44	+0.2%	+$4.89K	0.21%	91
2020 Q2	$2.09M	Sell	18,760 -2,554	-12%	-$264K	0.22%	89
2020 Q1	$2.28M	Buy	21,314 +1,022	+5%	+$96.2K	0.3%	78
2019 Q4	$2.01M	Sell	20,292 -3,016	-13%	-$284K	0.24%	84
2019 Q3	$2.23M	Sell	23,308 -13,130	-36%	-$1.14M	0.3%	79
2019 Q2	$3.27M	Buy	36,438 +10,581	+41%	+$830K	0.49%	61
2019 Q1	$1.95M	Buy	25,857 +682	+3%	+$53.8K	0.3%	80
2018 Q4	$2.06M	Buy	25,175 +8,026	+47%	+$627K	0.33%	77
2018 Q3	$1.38M	Sell	17,149 -10,596	-38%	-$801K	0.25%	82
2018 Q2	$1.95M	Buy	27,745 +8,854	+47%	+$637K	0.4%	72
2018 Q1	$1.32M	Buy	+18,891	New	+$1.31M	0.29%	87

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WealthPLAN Partners's AZN Position: Q3 2023 in Review

WealthPLAN Partners sold out of AstraZeneca (AZN) in Q3 2023, closing a stake of 630 shares — an estimated $90.2K sold.

WealthPLAN Partners first reported a position in AZN in Q1 2018 and held it in 20 quarters. The position peaked at $6.05M in Q4 2022. 1,073 funds tracked by Wall St. Rank hold AZN as of Q3 2023.

WealthPLAN Partners reported no remaining AstraZeneca position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 630 AstraZeneca shares in Q3 2023, an estimated $90.2K.
WealthPLAN Partners first reported a position in AstraZeneca in Q1 2018 and held it in 20 quarters.
WealthPLAN Partners's AstraZeneca position peaked at $6.05M in Q4 2022.
1,073 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.