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Wunderlich Capital Managemnt’s AstraZeneca AZN Stock Holding History

Wunderlich Capital Managemnt’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
Q2 		$339K Buy
2,175
+281
+15% +$42.3K 0.15% 69
2024
Q1 		$257K Buy
1,894
+67
+4% +$8.87K 0.12% 83
2023
Q4 		$246K Buy
+1,827
New +$238K 0.11% 83

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
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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wunderlich Capital Managemnt's AZN Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its AstraZeneca (AZN) stake by 15% in Q2 2024, buying an estimated $42.3K and bringing the position to 2,175 shares worth $339K. The position accounts for 0.15% of the portfolio, ranked #69.

Wunderlich Capital Managemnt first reported a position in AZN in Q4 2023 and has held it in 3 quarters since. 1,212 funds tracked by Wall St. Rank hold AZN as of Q2 2024.

  • Wunderlich Capital Managemnt held 2,175 shares of AstraZeneca worth $339K as of Q2 2024.
  • Wunderlich Capital Managemnt bought 281 AstraZeneca shares in Q2 2024, an estimated $42.3K.
  • AstraZeneca made up 0.15% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #69 holding.
  • Wunderlich Capital Managemnt first reported a position in AstraZeneca in Q4 2023 and has held it in 3 quarters since.
  • 1,212 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.