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AstraZeneca shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management investment in AstraZeneca

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in AstraZeneca by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $710k 9.1k 77.99
2022-12-31 $141k 2.1k 67.80
2022-09-30 $40k 731 54.72
2022-06-30 $5.4k 81 66.07
2022-03-31 $5.0k 81 61.73
2021-09-30 $2.0k 31 64.52

More positions owned by Heritage Wealth Management

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Xpel (XPEL)
Kla Corp Com New (KLAC)
Ishares Core Msci Emkt (IEMG)
Broadcom (AVGO)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Heritage Wealth Management

Top funds holding AstraZeneca

PRIMECAP Management Company
Wellington Management Company
Capital Research and Management Company - Division 3
FMR
Fisher Investments
Franklin Resources
Sanders Capital
Goldman Sachs Group
Morgan Stanley
Atlantic Trust
Dimensional Fund Advisors
Holocene Advisors
BlackRock
Ameriprise Financial
Robeco Investment Management

View all funds holding AstraZeneca