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World Equity Group’s AstraZeneca AZN Stock Holding History

World Equity Group’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
Q1 		– Sell
-2,236
Closed -$301K – 314
2023
Q4 		$301K Sell
2,236
-95
-4% -$12.3K 0.06% 250
2023
Q3 		$316K Buy
+2,331
New +$318K 0.07% 254
2022
Q3 		– Sell
-1,523
Closed -$201K – 322
2022
Q2 		$201K Sell
1,523
-28
-2% -$3.67K 0.05% 316
2022
Q1 		$206K Buy
+1,551
New +$186K 0.04% 339

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

World Equity Group's AZN Position: Q1 2024 in Review

World Equity Group sold out of AstraZeneca (AZN) in Q1 2024, closing a stake of 2,236 shares — an estimated $301K sold.

World Equity Group first reported a position in AZN in Q1 2022 and held it in 4 quarters. The position peaked at $316K in Q3 2023. 1,142 funds tracked by Wall St. Rank hold AZN as of Q1 2024.

  • World Equity Group reported no remaining AstraZeneca position as of Q1 2024 after selling out during the quarter.
  • World Equity Group sold 2,236 AstraZeneca shares in Q1 2024, an estimated $301K.
  • World Equity Group first reported a position in AstraZeneca in Q1 2022 and held it in 4 quarters.
  • World Equity Group's AstraZeneca position peaked at $316K in Q3 2023.
  • 1,142 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2024.

Based on World Equity Group's 13F filing for Q1 2024, filed 18 Jul 2024.