Western Pacific Wealth Management’s AstraZeneca AZN Stock Holding History

Western Pacific Wealth Management’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	-35	Closed	-$5.01K	–	275
2023 Q2	$5.01K	Hold	35	–	–	﹤0.01%	221
2023 Q1	$4.86K	Hold	35	–	–	﹤0.01%	227
2022 Q4	$4.75K	Hold	35	–	–	﹤0.01%	219
2022 Q3	$3K	Hold	35	–	–	﹤0.01%	213
2022 Q2	$4K	Hold	35	–	–	﹤0.01%	155
2022 Q1	$4K	Hold	35	–	–	﹤0.01%	178
2021 Q4	$4K	Buy	+35	New	+$4.12K	﹤0.01%	179

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

Western Pacific Wealth Management's AZN Position: Q3 2023 in Review

Western Pacific Wealth Management sold out of AstraZeneca (AZN) in Q3 2023, closing a stake of 35 shares — an estimated $5.01K sold.

Western Pacific Wealth Management first reported a position in AZN in Q4 2021 and held it in 7 quarters. The position peaked at $5.01K in Q2 2023. 1,073 funds tracked by Wall St. Rank hold AZN as of Q3 2023.

Western Pacific Wealth Management reported no remaining AstraZeneca position as of Q3 2023 after selling out during the quarter.
Western Pacific Wealth Management sold 35 AstraZeneca shares in Q3 2023, an estimated $5.01K.
Western Pacific Wealth Management first reported a position in AstraZeneca in Q4 2021 and held it in 7 quarters.
Western Pacific Wealth Management's AstraZeneca position peaked at $5.01K in Q2 2023.
1,073 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2023.

Based on Western Pacific Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.