13F

Stock

AstraZeneca PLC

AZN · held by 8 managers

Reported value

$55.1M

Holders

8

+1 new · −2 exited

Holders’ est. mark

$7.06M

Price effect on 5 books still in the name

Largest holder

$38.4M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC492.9K$38.4M$5.05MCut−$22M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main139.5K$10.9M$1.43MAdded$1.23M
ELEVATION POINT WEALTH PARTNERS, LLC51K$3.98M$491.1KAdded$729.5K
FLAGSHIP HARBOR ADVISORS, LLC7.91K$617.1KHeld
Marex Group plc6K$467.9KNew
Henshaw Capital LLC5.59K$436K$55.7KAdded$67.4K
National Philanthropic Trust3.33K$259.7K$34.1KCut−$36.2K
Prestige Wealth Management Group LLC209$16.3KHeld

Who left

Positions as of Q2 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.