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Arcadia Investment Advisors’s Amazon AMZN Stock Holding History

Arcadia Investment Advisors’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
2023
Q4 		– Sell
-300
Closed -$38.1K – 83
2023
Q3 		$38.1K Hold
300
– – 0.03% 56
2023
Q2 		$39.1K Hold
300
– – 0.03% 57
2023
Q1 		$31K Buy
+300
New +$29K 0.02% 56
2021
Q3 		– Sell
-40
Closed -$6.88K – 123
2021
Q2 		$6.88K Buy
+40
New +$6.65K ﹤0.01% 77

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Arcadia Investment Advisors's AMZN Position: Q4 2023 in Review

Arcadia Investment Advisors sold out of Amazon (AMZN) in Q4 2023, closing a stake of 300 shares — an estimated $38.1K sold.

Arcadia Investment Advisors first reported a position in AMZN in Q2 2021 and held it in 4 quarters. The position peaked at $39.1K in Q2 2023. 4,725 funds tracked by Wall St. Rank hold AMZN as of Q4 2023.

  • Arcadia Investment Advisors reported no remaining Amazon position as of Q4 2023 after selling out during the quarter.
  • Arcadia Investment Advisors sold 300 Amazon shares in Q4 2023, an estimated $38.1K.
  • Arcadia Investment Advisors first reported a position in Amazon in Q2 2021 and held it in 4 quarters.
  • Arcadia Investment Advisors's Amazon position peaked at $39.1K in Q2 2023.
  • 4,725 funds tracked by Wall St. Rank held Amazon as of Q4 2023.

Based on Arcadia Investment Advisors's 13F filing for Q4 2023, filed 19 Dec 2024.