Wipfli Financial Advisors’s AstraZeneca AZN Stock Holding History

Wipfli Financial 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
2022 Q3	$568K	Buy	+5,183	New	+$658K	0.04%	198

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Wipfli Financial Advisors's AZN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in AstraZeneca (AZN) in Q3 2022: 5,183 shares worth $568K. The stake represents 0.04% of the portfolio and ranks #198 among its holdings.

965 funds tracked by Wall St. Rank hold AZN as of Q3 2022.

Wipfli Financial Advisors held 5,183 shares of AstraZeneca worth $568K as of Q3 2022.
AstraZeneca was a new Wipfli Financial Advisors position in Q3 2022.
AstraZeneca made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #198 holding.
965 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.