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Wetzel Investment Advisors’s AstraZeneca AZN Stock Holding History

Wetzel Investment Advisors’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
-55
Closed -$7.38K – 188
2024
Q2 		$7.38K Sell
55
-105
-66% -$15.8K ﹤0.01% 512
2024
Q1 		$21.8K Hold
160
– – 0.01% 369
2023
Q4 		$21K Buy
+160
New +$20.8K 0.01% 368

Other funds holding AZN

T. Rowe Price Associates
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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wetzel Investment Advisors's AZN Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of AstraZeneca (AZN) in Q3 2024, closing a stake of 55 shares — an estimated $7.38K sold.

Wetzel Investment Advisors first reported a position in AZN in Q4 2023 and held it in 3 quarters. The position peaked at $21.8K in Q1 2024. 1,229 funds tracked by Wall St. Rank hold AZN as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining AstraZeneca position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 55 AstraZeneca shares in Q3 2024, an estimated $7.38K.
  • Wetzel Investment Advisors first reported a position in AstraZeneca in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's AstraZeneca position peaked at $21.8K in Q1 2024.
  • 1,229 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.