Ropes Wealth Advisors LLC

SEC CIK: 0001641652
Latest filing: Oct 19, 2023

SEC filings (opens in a new tab)

AZN holding history

AstraZeneca PLC in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AZN overview All 13F holders of AZN Full Q3 2023 holdings

Shares (Q3 2023): 3,277
Value: $221.9K
% of portfolio: <0.1%
Quarters held: 4; Since Q4 2022

Holdings of AZN by Ropes Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	3,277	$221.9K	<0.1%	−281−7.9%	Reduced	Holders
Q2 2023	3,558	$254.6K	<0.1%	00.0%	Unchanged	Holders
Q1 2023	3,558	$247.0K	<0.1%	−379−9.6%	Reduced	Holders
Q4 2022	3,937	$266.9K	<0.1%	+3,937	New	Holders