Ownership history in Advisory Services Network, LLC Β· 44 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ASTRAZENECA PLC (AZN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Advisory Services Network, LLC underperformed the S&P 500 by β0.9% annually on this AZN position. Timing score: 49% (18/37 decisions correct). Average cost basis: $102.89. Maximum drawdown during holding period: β16.7%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
43 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
18 of 37 add/trim decisions correct
Best entry: $39.78 (2013 Q4) Β· Worst: $151.86 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
24 adds Β· 14 trims. Bought during 8 of 14 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size