CogentBlue Wealth Advisors’s Amazon AMZN Stock Holding History

CogentBlue Wealth 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
2025 Q1	–	Sell	-4,167	Closed	-$914K	–	68
2024 Q4	$914K	Buy	+4,167	New	+$853K	0.81%	26

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CogentBlue Wealth Advisors's AMZN Position: Q1 2025 in Review

CogentBlue Wealth Advisors sold out of Amazon (AMZN) in Q1 2025, closing a stake of 4,167 shares — an estimated $914K sold.

CogentBlue Wealth Advisors first reported a position in AMZN in Q4 2024 and held it in 1 quarter. The position peaked at $914K in Q4 2024. 5,468 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

CogentBlue Wealth Advisors reported no remaining Amazon position as of Q1 2025 after selling out during the quarter.
CogentBlue Wealth Advisors sold 4,167 Amazon shares in Q1 2025, an estimated $914K.
CogentBlue Wealth Advisors first reported a position in Amazon in Q4 2024 and held it in 1 quarter.
CogentBlue Wealth Advisors's Amazon position peaked at $914K in Q4 2024.
5,468 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on CogentBlue Wealth Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.