Advisory Services & Investments’s Amazon AMZN Stock Holding History

Advisory Services & Investments’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$902K	Sell	4,843 -1,957	-29%	-$357K	0.61%	19
2024 Q2	$1.31M	Hold	6,800	–	–	0.91%	17
2024 Q1	$1.23M	Hold	6,800	–	–	0.85%	17
2023 Q4	$1.03M	Buy	6,800 +2,000	+42%	+$280K	0.76%	18
2023 Q3	$610K	Hold	4,800	–	–	0.54%	21
2023 Q2	$626K	Sell	4,800 -393	-8%	-$44.9K	0.52%	22
2023 Q1	$536K	Buy	5,193 +1,473	+40%	+$142K	0.49%	25
2022 Q4	$312K	Sell	3,720 -1,834	-33%	-$181K	0.31%	27
2022 Q3	$628K	Buy	5,554 +621	+13%	+$78.5K	0.66%	20
2022 Q2	$524K	Sell	4,933 -67	-1%	-$8.38K	0.5%	35
2022 Q1	$815K	Buy	5,000 +940	+23%	+$145K	0.66%	22
2021 Q4	$677K	Hold	4,060	–	–	0.43%	28
2021 Q3	$667K	Buy	+4,060	New	+$700K	0.44%	28

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Advisory Services & Investments's AMZN Position: Q3 2024 in Review

Advisory Services & Investments reduced its Amazon (AMZN) stake by 29% in Q3 2024, selling an estimated $357K and leaving 4,843 shares worth $902K. The position accounts for 0.61% of the portfolio, ranked #19.

Advisory Services & Investments first reported a position in AMZN in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.31M in Q2 2024. 4,924 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

Advisory Services & Investments held 4,843 shares of Amazon worth $902K as of Q3 2024.
Advisory Services & Investments sold 1,957 Amazon shares in Q3 2024, an estimated $357K.
Amazon made up 0.61% of Advisory Services & Investments's portfolio in Q3 2024, its #19 holding.
Advisory Services & Investments first reported a position in Amazon in Q3 2021 and has held it in 13 quarters since.
Advisory Services & Investments's Amazon position peaked at $1.31M in Q2 2024.
4,924 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Advisory Services & Investments's 13F filing for Q3 2024, filed 12 Nov 2024.