WR Wealth Planners’s AstraZeneca AZN Stock Holding History

WR Wealth Planners’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	$190K	Sell	1,451 -141	-9%	-$19.7K	0.06%	159
2024 Q3	$248K	Buy	1,592 +1	+0.1%	+$161	0.07%	157
2024 Q2	$248K	Buy	1,591 +16	+1%	+$2.41K	0.08%	148
2024 Q1	$213K	Sell	1,575 -264	-14%	-$35K	0.07%	162
2023 Q4	$248K	Buy	1,839 +318	+21%	+$41.3K	0.09%	155
2023 Q3	$206K	Hold	1,521	–	–	0.08%	163
2023 Q2	$218K	Sell	1,521 -2	-0.1%	-$294	0.08%	159
2023 Q1	$211K	Buy	1,523 +1,453	+2,076%	+$195K	0.09%	148
2022 Q4	$9.49K	Hold	70	–	–	0.01%	273
2022 Q3	$7.68K	Hold	70	–	–	0.01%	281
2022 Q2	$9.25K	Hold	70	–	–	0.01%	289
2022 Q1	$9.29K	Buy	+70	New	+$8.39K	0.01%	306

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

WR Wealth Planners's AZN Position: Q4 2024 in Review

WR Wealth Planners reduced its AstraZeneca (AZN) stake by 8.9% in Q4 2024, selling an estimated $19.7K and leaving 1,451 shares worth $190K. The position accounts for 0.06% of the portfolio, ranked #159.

WR Wealth Planners first reported a position in AZN in Q1 2022 and has held it in 12 quarters since. The position peaked at $248K in Q2 2024. 1,219 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

WR Wealth Planners held 1,451 shares of AstraZeneca worth $190K as of Q4 2024.
WR Wealth Planners sold 141 AstraZeneca shares in Q4 2024, an estimated $19.7K.
AstraZeneca made up 0.06% of WR Wealth Planners's portfolio in Q4 2024, its #159 holding.
WR Wealth Planners first reported a position in AstraZeneca in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's AstraZeneca position peaked at $248K in Q2 2024.
1,219 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.