Atlas Financial Advisors’s Amazon AMZN Stock Holding History

Atlas Financial 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
2024 Q4	$289K	Sell	1,316 -1,605	-55%	-$328K	0.45%	31
2024 Q3	$544K	Buy	2,921 +85	+3%	+$15.5K	0.86%	18
2024 Q2	$548K	Sell	2,836 -410	-13%	-$75.3K	0.91%	15
2024 Q1	$586K	Buy	3,246 +1,924	+146%	+$321K	0.91%	13
2023 Q4	$201K	Sell	1,322 -1,698	-56%	-$238K	0.33%	31
2023 Q3	$384K	Buy	3,020 +1,220	+68%	+$163K	0.3%	28
2023 Q2	$235K	Sell	1,800 -191	-10%	-$21.8K	0.33%	22
2023 Q1	$206K	Buy	+1,991	New	+$192K	0.28%	26
2022 Q2	–	Sell	-1,580	Closed	-$258K	–	22
2022 Q1	$258K	Buy	1,580 +60	+4%	+$9.27K	0.26%	21
2021 Q4	$253K	Buy	+1,520	New	+$260K	0.24%	13

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Financial Advisors's AMZN Position: Q4 2024 in Review

Atlas Financial Advisors reduced its Amazon (AMZN) stake by 55% in Q4 2024, selling an estimated $328K and leaving 1,316 shares worth $289K. The position accounts for 0.45% of the portfolio, ranked #31.

Atlas Financial Advisors first reported a position in AMZN in Q4 2021 and has held it in 10 quarters since. The position peaked at $586K in Q1 2024. 5,542 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

Atlas Financial Advisors held 1,316 shares of Amazon worth $289K as of Q4 2024.
Atlas Financial Advisors sold 1,605 Amazon shares in Q4 2024, an estimated $328K.
Amazon made up 0.45% of Atlas Financial Advisors's portfolio in Q4 2024, its #31 holding.
Atlas Financial Advisors first reported a position in Amazon in Q4 2021 and has held it in 10 quarters since.
Atlas Financial Advisors's Amazon position peaked at $586K in Q1 2024.
5,542 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.