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AstraZeneca shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of AstraZeneca (AZN) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in AstraZeneca

Tip: Access up to 7 years of quarterly data

All positions including AstraZeneca held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in AstraZeneca by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $402k 5.9k 67.75
2023-12-31 $403k 6.0k 67.35
2023-09-30 $227k 3.3k 67.72
2023-06-30 $236k 3.3k 71.57

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

Top funds holding AstraZeneca

T. Rowe Price Associates
Wellington Management Company
PRIMECAP Management Company
Jennison Associates
Sanders Capital
Goldman Sachs Group
Bank of America Corporation
Franklin Resources
Fisher Investments
Atlantic Trust
Dimensional Fund Advisors
Holocene Advisors
ClearBridge Advisors
Jpmorgan Chase & Co
Wells Fargo & Company

View all funds holding AstraZeneca