AWS
AMZN icon

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
Q1 		– Sell
-2,100
Closed -$461K – 1863
2024
Q4 		$461K Sell
2,100
-300
-13% -$61.4K 0.01% 1316
2024
Q3 		$447K Sell
2,400
-2,100
-47% -$383K ﹤0.01% 1298
2024
Q2 		$870K Sell
4,500
-500
-10% -$91.9K 0.01% 954
2024
Q1 		$902K Buy
+5,000
New +$835K 0.01% 956
2023
Q4 		– Sell
-2,000
Closed -$254K – 1927
2023
Q3 		$254K Buy
+2,000
New +$268K ﹤0.01% 1521
2023
Q2 		– Sell
-4,900
Closed -$506K – 1867
2023
Q1 		$506K Hold
4,900
– – 0.01% 1130
2022
Q4 		$412K Buy
4,900
+600
+14% +$59.3K 0.01% 1186
2022
Q3 		$486K Sell
4,300
-376,187
-99% -$47.5M 0.01% 1037
2022
Q2 		$40.4M Buy
+380,487
New +$47.6M 0.81% 18

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return