AstraZeneca shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of AstraZeneca (AZN) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in AstraZeneca
Tip: Access up to 7 years of quarterly data
All positions including AstraZeneca held by Ropes Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in AstraZeneca by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $222k | 3.3k | 67.72 |
| 2023-06-30 | $255k | 3.6k | 71.57 |
| 2023-03-31 | $247k | 3.6k | 69.41 |
| 2022-12-31 | $267k | 3.9k | 67.80 |
| 2020-12-31 | $125k | 2.5k | 50.10 |
| 2020-09-30 | $81k | 1.5k | 55.10 |
| 2020-06-30 | $78k | 1.5k | 53.06 |
| 2020-03-31 | $72k | 1.6k | 44.64 |
| 2019-12-31 | $80k | 1.6k | 49.60 |
| 2019-09-30 | $72k | 1.6k | 44.64 |
| 2019-06-30 | $38k | 920 | 41.30 |
| 2019-03-31 | $37k | 920 | 40.22 |
| 2018-12-31 | $35k | 920 | 38.04 |
| 2018-09-30 | $36k | 920 | 39.13 |
| 2018-06-30 | $14k | 400 | 35.00 |
| 2018-03-31 | $16k | 454 | 35.24 |
| 2017-12-31 | $14k | 400 | 35.00 |
| 2017-09-30 | $14k | 400 | 35.00 |