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Brophy Wealth Management’s Amazon AMZN Stock Holding History

Brophy Wealth Management’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 		$3.84M Buy
+20,587
New +$3.76M 1.37% 14

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

Brophy Wealth Management's AMZN Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Amazon (AMZN) in Q3 2024: 20,587 shares worth $3.84M. The stake represents 1.37% of the portfolio and ranks #14 among its holdings.

4,915 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

  • Brophy Wealth Management held 20,587 shares of Amazon worth $3.84M as of Q3 2024.
  • Amazon was a new Brophy Wealth Management position in Q3 2024.
  • Amazon made up 1.37% of Brophy Wealth Management's portfolio in Q3 2024, its #14 holding.
  • 4,915 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.