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BBJS Financial Advisors’s Amazon AMZN Stock Holding History

BBJS 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
Q3 		$108K Hold
580
– – 0.04% 59
2024
Q2 		$112K Buy
580
+100
+21% +$18.4K 0.04% 58
2024
Q1 		$86.6K Hold
480
– – 0.03% 58
2023
Q4 		$72.9K Hold
480
– – 0.03% 60
2023
Q3 		$61K Hold
480
– – 0.02% 65
2023
Q2 		$62.6K Hold
480
– – 0.03% 62
2023
Q1 		$49.6K Sell
480
-205
-30% -$19.8K 0.02% 66
2022
Q4 		$57.5K Buy
+685
New +$67.7K 0.03% 68

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BBJS Financial Advisors's AMZN Position: Q3 2024 in Review

BBJS Financial Advisors held its Amazon (AMZN) position steady in Q3 2024 at 580 shares worth $108K. The position accounts for 0.04% of the portfolio, ranked #59.

BBJS Financial Advisors first reported a position in AMZN in Q4 2022 and has held it in 8 quarters since. The position peaked at $112K in Q2 2024. 4,916 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

  • BBJS Financial Advisors held 580 shares of Amazon worth $108K as of Q3 2024.
  • BBJS Financial Advisors left its Amazon share count unchanged in Q3 2024.
  • Amazon made up 0.04% of BBJS Financial Advisors's portfolio in Q3 2024, its #59 holding.
  • BBJS Financial Advisors first reported a position in Amazon in Q4 2022 and has held it in 8 quarters since.
  • BBJS Financial Advisors's Amazon position peaked at $112K in Q2 2024.
  • 4,916 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.