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AMZN icon

CIC Wealth’s Amazon AMZN Stock Holding History

CIC Wealth’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 		$8.52M Sell
45,705
-667
-1% -$122K 2.2% 9
2024
Q2 		$8.96M Buy
46,372
+614
+1% +$113K 2.47% 8
2024
Q1 		$8.25M Sell
45,758
-2,794
-6% -$466K 2.4% 8
2023
Q4 		$7.38M Sell
48,552
-520
-1% -$72.9K 2.34% 7
2023
Q3 		$6.24M Sell
49,072
-1,165
-2% -$156K 2.24% 9
2023
Q2 		$6.55M Buy
50,237
+1,009
+2% +$115K 2.26% 9
2023
Q1 		$5.08M Buy
49,228
+293
+0.6% +$28.3K 1.92% 11
2022
Q4 		$4.11M Buy
+48,935
New +$4.83M 1.7% 14

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CIC Wealth's AMZN Position: Q3 2024 in Review

CIC Wealth reduced its Amazon (AMZN) stake by 1.4% in Q3 2024, selling an estimated $122K and leaving 45,705 shares worth $8.52M. The position accounts for 2.2% of the portfolio, ranked #9.

CIC Wealth first reported a position in AMZN in Q4 2022 and has held it in 8 quarters since. The position peaked at $8.96M in Q2 2024. 4,924 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

  • CIC Wealth held 45,705 shares of Amazon worth $8.52M as of Q3 2024.
  • CIC Wealth sold 667 Amazon shares in Q3 2024, an estimated $122K.
  • Amazon made up 2.2% of CIC Wealth's portfolio in Q3 2024, its #9 holding.
  • CIC Wealth first reported a position in Amazon in Q4 2022 and has held it in 8 quarters since.
  • CIC Wealth's Amazon position peaked at $8.96M in Q2 2024.
  • 4,924 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.