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AstraZeneca shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of AstraZeneca (AZN) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in AstraZeneca

Tip: Access up to 7 years of quarterly data

All positions including AstraZeneca held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in AstraZeneca by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $24k 347 67.75
2023-12-31 $24k 347 67.80
2023-09-30 $24k 347 67.72
2023-06-30 $25k 347 71.57
2023-03-31 $24k 347 69.41
2022-12-31 $24k 347 67.80

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

Top funds holding AstraZeneca

T. Rowe Price Associates
Wellington Management Company
PRIMECAP Management Company
FMR
Jennison Associates
Franklin Resources
Sanders Capital
Goldman Sachs Group
Bank of America Corporation
Fisher Investments
Atlantic Trust
BlackRock
Neuberger Berman Group
Ameriprise Financial
Dimensional Fund Advisors

View all funds holding AstraZeneca