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AstraZeneca shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of AstraZeneca (AZN) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in AstraZeneca

Tip: Access up to 7 years of quarterly data

All positions including AstraZeneca held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in AstraZeneca by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $228k 3.4k 67.75
2023-12-31 $243k 3.6k 67.35
2023-09-30 $302k 4.5k 67.72

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

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
Holocene Advisors
Dimensional Fund Advisors
ClearBridge Advisors
Jpmorgan Chase & Co
WCM Investment Management
Wells Fargo & Company

View all funds holding AstraZeneca