Atria Wealth Solutions’s Amazon AMZN Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$49.2M	Sell	223,202 -317,500	-59%	-$62.8M	1.11%	10
2025 Q1	$103M	Sell	540,702 -60,539	-10%	-$13.1M	1.24%	7
2024 Q4	$132M	Sell	601,241 -61,620	-9%	-$12.6M	1.45%	7
2024 Q3	$124M	Sell	662,861 -52,318	-7%	-$9.55M	1.34%	8
2024 Q2	$138M	Buy	715,179 +5,496	+0.8%	+$1.01M	1.53%	7
2024 Q1	$128M	Buy	709,683 +12,715	+2%	+$2.12M	1.45%	8
2023 Q4	$106M	Buy	696,968 +22,488	+3%	+$3.15M	1.33%	9
2023 Q3	$85.7M	Sell	674,480 -9,856	-1%	-$1.32M	1.2%	10
2023 Q2	$89.2M	Sell	684,336 -15,388	-2%	-$1.76M	1.22%	12
2023 Q1	$72.3M	Buy	699,724 +7,434	+1%	+$718K	1.07%	13
2022 Q4	$58.2M	Sell	692,290 -35,417	-5%	-$3.5M	0.93%	12
2022 Q3	$82.2M	Buy	727,707 +316,268	+77%	+$40M	1.42%	5
2022 Q2	$37.6M	Sell	411,439 -148,621	-27%	-$18.6M	0.75%	20
2022 Q1	$91.3M	Buy	+560,060	New	+$86.5M	1.52%	6

Other funds holding AMZN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates

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

Norges Bank Oslo, Norway $935B AUM

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