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WMS Partners’s AstraZeneca AZN Stock Holding History

WMS 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
2024
Q4 		– Sell
-1,839
Closed -$287K – 300
2024
Q3 		$287K Buy
1,839
+246
+15% +$39.7K 0.02% 233
2024
Q2 		$248K Sell
1,593
-26
-2% -$3.91K 0.02% 231
2024
Q1 		$219K Buy
1,619
+76
+5% +$10.1K 0.02% 250
2023
Q4 		$208K Sell
1,543
-353
-19% -$45.9K 0.02% 246
2023
Q3 		$257K Sell
1,896
-60
-3% -$8.2K 0.02% 222
2023
Q2 		$280K Buy
1,956
+44
+2% +$6.47K 0.02% 227
2023
Q1 		$265K Buy
1,912
+145
+8% +$19.5K 0.02% 220
2022
Q4 		$240K Buy
+1,767
New +$222K 0.02% 229
2022
Q3 		– Sell
-3,803
Closed -$502K – 263
2022
Q2 		$502K Buy
3,803
+2,250
+145% +$295K 0.08% 135
2022
Q1 		$206K Buy
+1,553
New +$186K 0.03% 246

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

WMS Partners's AZN Position: Q4 2024 in Review

WMS Partners sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 1,839 shares — an estimated $287K sold.

WMS Partners first reported a position in AZN in Q1 2022 and held it in 10 quarters. The position peaked at $502K in Q2 2022. 1,218 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

  • WMS Partners reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
  • WMS Partners sold 1,839 AstraZeneca shares in Q4 2024, an estimated $287K.
  • WMS Partners first reported a position in AstraZeneca in Q1 2022 and held it in 10 quarters.
  • WMS Partners's AstraZeneca position peaked at $502K in Q2 2022.
  • 1,218 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on WMS Partners's 13F filing for Q4 2024, filed 14 Feb 2025.