Axiom Advisory’s Amazon AMZN Stock Holding History

Axiom Advisory’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	$11.9M	Sell	65,152 -3,259	-5%	-$595K	0.11%	39
2024 Q2	$12.6M	Buy	68,411 +66,722	+3,950%	+$12.3M	0.14%	35
2024 Q1	$305K	Sell	1,689 -696	-29%	-$116K	0.22%	28
2023 Q4	$362K	Sell	2,385 -226	-9%	-$31.7K	0.29%	26
2023 Q3	$332K	Buy	2,611 +20	+0.8%	+$2.68K	0.3%	26
2023 Q2	$338K	Buy	+2,591	New	+$296K	0.3%	25

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

Axiom Advisory's AMZN Position: Q3 2024 in Review

Axiom Advisory reduced its Amazon (AMZN) stake by 4.8% in Q3 2024, selling an estimated $595K and leaving 65,152 shares worth $11.9M. The position accounts for 0.11% of the portfolio, ranked #39.

Axiom Advisory first reported a position in AMZN in Q2 2023 and has held it in 6 quarters since. The position peaked at $12.6M in Q2 2024. 4,915 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

Axiom Advisory held 65,152 shares of Amazon worth $11.9M as of Q3 2024.
Axiom Advisory sold 3,259 Amazon shares in Q3 2024, an estimated $595K.
Amazon made up 0.11% of Axiom Advisory's portfolio in Q3 2024, its #39 holding.
Axiom Advisory first reported a position in Amazon in Q2 2023 and has held it in 6 quarters since.
Axiom Advisory's Amazon position peaked at $12.6M in Q2 2024.
4,915 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.