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Annapolis Financial Services’s Amazon AMZN Stock Holding History

Annapolis Financial 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 		$468K Buy
2,511
+52
+2% +$9.49K 0.14% 69
2024
Q2 		$475K Hold
2,459
– – 0.15% 64
2024
Q1 		$444K Sell
2,459
-1,040
-30% -$174K 0.15% 69
2023
Q4 		$532K Sell
3,499
-20
-0.6% -$2.8K 0.13% 84
2023
Q3 		$447K Hold
3,519
– – 0.13% 83
2023
Q2 		$459K Buy
3,519
+20
+0.6% +$2.28K 0.13% 85
2023
Q1 		$361K Hold
3,499
– – 0.11% 89
2022
Q4 		$294K Sell
3,499
-188
-5% -$18.6K 0.1% 94
2022
Q3 		$417K Buy
3,687
+247
+7% +$31.2K 0.15% 82
2022
Q2 		$365K Hold
3,440
– – 0.13% 86
2022
Q1 		$561K Sell
3,440
-40
-1% -$6.18K 0.18% 75
2021
Q4 		$580K Sell
3,480
-1,460
-30% -$250K 0.18% 75
2021
Q3 		$811K Buy
4,940
+220
+5% +$37.9K 0.27% 59
2021
Q2 		$812K Buy
4,720
+20
+0.4% +$3.32K 0.27% 56
2021
Q1 		$727K Hold
4,700
– – 0.27% 54
2020
Q4 		$765K Buy
+4,700
New +$750K 0.3% 52

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Annapolis Financial Services's AMZN Position: Q3 2024 in Review

Annapolis Financial Services increased its Amazon (AMZN) stake by 2.1% in Q3 2024, buying an estimated $9.49K and bringing the position to 2,511 shares worth $468K. The position accounts for 0.14% of the portfolio, ranked #69.

Annapolis Financial Services first reported a position in AMZN in Q4 2020 and has held it in 16 quarters since. The position peaked at $812K in Q2 2021. 4,915 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

  • Annapolis Financial Services held 2,511 shares of Amazon worth $468K as of Q3 2024.
  • Annapolis Financial Services bought 52 Amazon shares in Q3 2024, an estimated $9.49K.
  • Amazon made up 0.14% of Annapolis Financial Services's portfolio in Q3 2024, its #69 holding.
  • Annapolis Financial Services first reported a position in Amazon in Q4 2020 and has held it in 16 quarters since.
  • Annapolis Financial Services's Amazon position peaked at $812K in Q2 2021.
  • 4,915 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.