Aspire Wealth Management’s Amazon AMZN Stock Holding History

Aspire Wealth Management’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	$1.03M	Buy	5,543 +1	+0%	+$182	0.56%	39
2024 Q2	$1.07M	Sell	5,542 -29	-0.5%	-$5.33K	0.61%	36
2024 Q1	$1M	Sell	5,571 -31	-0.6%	-$5.17K	0.61%	35
2023 Q4	$851K	Buy	5,602 +95	+2%	+$13.3K	0.58%	36
2023 Q3	$700K	Sell	5,507 -80	-1%	-$10.7K	0.53%	42
2023 Q2	$728K	Sell	5,587 -55	-1%	-$6.28K	0.55%	41
2023 Q1	$583K	Buy	5,642 +22	+0.4%	+$2.13K	0.47%	53
2022 Q4	$472K	Buy	5,620 +955	+20%	+$94.3K	0.41%	45
2022 Q3	$527K	Sell	4,665 -95	-2%	-$12K	0.5%	41
2022 Q2	$506K	Buy	4,760 +440	+10%	+$55.1K	0.47%	43
2022 Q1	$704K	Buy	4,320 +100	+2%	+$15.5K	0.56%	38
2021 Q4	$704K	Buy	+4,220	New	+$722K	0.57%	40

Other funds holding AMZN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aspire Wealth Management's AMZN Position: Q3 2024 in Review

Aspire Wealth Management increased its Amazon (AMZN) stake by 0.02% in Q3 2024, buying an estimated $182 and bringing the position to 5,543 shares worth $1.03M. The position accounts for 0.56% of the portfolio, ranked #39.

Aspire Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.07M in Q2 2024. 4,915 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

Aspire Wealth Management held 5,543 shares of Amazon worth $1.03M as of Q3 2024.
Aspire Wealth Management bought 1 Amazon share in Q3 2024, an estimated $182.
Amazon made up 0.56% of Aspire Wealth Management's portfolio in Q3 2024, its #39 holding.
Aspire Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's Amazon position peaked at $1.07M in Q2 2024.
4,915 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.