American Planning Services’s Amazon AMZN Stock Holding History

American Planning Services’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	$3.27M	Buy	17,554 +544	+3%	+$99.3K	2.59%	11
2024 Q2	$3.29M	Buy	17,010 +13,275	+355%	+$2.44M	2.31%	11
2024 Q1	$674K	Buy	3,735 +337	+10%	+$56.3K	0.49%	19
2023 Q4	$516K	Buy	3,398 +1,118	+49%	+$157K	0.4%	19
2023 Q3	$290K	Hold	2,280	–	–	0.19%	27
2023 Q2	$297K	Hold	2,280	–	–	0.19%	28
2023 Q1	$236K	Buy	+2,280	New	+$220K	0.16%	29
2022 Q4	–	Sell	-2	Closed	-$208	–	25
2022 Q3	$208	Buy	+2	New	+$253	0.26%	26
2022 Q2	–	Sell	-1,840	Closed	-$300K	–	30
2022 Q1	$300K	Buy	1,840 +400	+28%	+$61.8K	0.32%	22
2021 Q4	$240K	Buy	+1,440	New	+$246K	0.21%	23

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

American Planning Services's AMZN Position: Q3 2024 in Review

American Planning Services increased its Amazon (AMZN) stake by 3.2% in Q3 2024, buying an estimated $99.3K and bringing the position to 17,554 shares worth $3.27M. The position accounts for 2.59% of the portfolio, ranked #11.

American Planning Services first reported a position in AMZN in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.29M in Q2 2024. 4,924 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

American Planning Services held 17,554 shares of Amazon worth $3.27M as of Q3 2024.
American Planning Services bought 544 Amazon shares in Q3 2024, an estimated $99.3K.
Amazon made up 2.59% of American Planning Services's portfolio in Q3 2024, its #11 holding.
American Planning Services first reported a position in Amazon in Q4 2021 and has held it in 10 quarters since.
American Planning Services's Amazon position peaked at $3.29M in Q2 2024.
4,924 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.