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AFS Financial Group’s Amazon AMZN Stock Holding History

AFS Financial Group’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
Q1 		– Sell
-2,399
Closed -$365K – 21
2023
Q4 		$365K Sell
2,399
-10,191
-81% -$1.43M 0.34% 40
2023
Q3 		$1.6M Sell
12,590
-300
-2% -$40.2K 1.09% 19
2023
Q2 		$1.68M Buy
12,890
+250
+2% +$28.5K 1.09% 17
2023
Q1 		$1.31M Sell
12,640
-60
-0.5% -$5.8K 0.87% 33
2022
Q4 		$1.07M Buy
+12,700
New +$1.25M 0.76% 36

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

AFS Financial Group's AMZN Position: Q1 2024 in Review

AFS Financial Group sold out of Amazon (AMZN) in Q1 2024, closing a stake of 2,399 shares — an estimated $365K sold.

AFS Financial Group first reported a position in AMZN in Q4 2022 and held it in 5 quarters. The position peaked at $1.68M in Q2 2023. 4,850 funds tracked by Wall St. Rank hold AMZN as of Q1 2024.

  • AFS Financial Group reported no remaining Amazon position as of Q1 2024 after selling out during the quarter.
  • AFS Financial Group sold 2,399 Amazon shares in Q1 2024, an estimated $365K.
  • AFS Financial Group first reported a position in Amazon in Q4 2022 and held it in 5 quarters.
  • AFS Financial Group's Amazon position peaked at $1.68M in Q2 2023.
  • 4,850 funds tracked by Wall St. Rank held Amazon as of Q1 2024.

Based on AFS Financial Group's 13F filing for Q1 2024, filed 3 May 2024.