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Cetera Advisors’s Amazon AMZN Stock Holding History

Cetera 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
2022
Q3 		– Sell
-4,400
Closed -$161K – 1339
2022
Q2 		$161K Buy
+4,400
New +$551K ﹤0.01% 1271
2018
Q4 		– Sell
-2,000
Closed -$2K – 852
2018
Q3 		$2K Buy
+2,000
New +$188K ﹤0.01% 953
2017
Q3 		– Sell
-4,000
Closed -$2K – 832
2017
Q2 		$2K Buy
+4,000
New +$191K ﹤0.01% 815

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cetera Advisors's AMZN Position: Q1 2024 in Review

Cetera Advisors increased its Amazon (AMZN) stake by 80% in Q1 2024, buying an estimated $73.4M and bringing the position to 991,672 shares worth $179M. The position accounts for 1.41% of the portfolio, ranked #7.

Cetera Advisors first reported a position in AMZN in Q2 2013 and has held it in 44 quarters since. 4,850 funds tracked by Wall St. Rank hold AMZN as of Q1 2024.

  • Cetera Advisors held 991,672 shares of Amazon worth $179M as of Q1 2024.
  • Cetera Advisors bought 439,787 Amazon shares in Q1 2024, an estimated $73.4M.
  • Amazon made up 1.41% of Cetera Advisors's portfolio in Q1 2024, its #7 holding.
  • Cetera Advisors first reported a position in Amazon in Q2 2013 and has held it in 44 quarters since.
  • 4,850 funds tracked by Wall St. Rank held Amazon as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.