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Compass Planning Associates’s Amazon AMZN Stock Holding History

Compass Planning Associates’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
Q3 		– Sell
-231
Closed -$50.7K – 36
2025
Q2 		$50.7K Hold
231
– – 0.05% 58
2025
Q1 		$44K Hold
231
– – 0.04% 62
2024
Q4 		$50.7K Buy
+231
New +$47.3K 0.05% 57

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Compass Planning Associates's AMZN Position: Q3 2025 in Review

Compass Planning Associates sold out of Amazon (AMZN) in Q3 2025, closing a stake of 231 shares — an estimated $50.7K sold.

Compass Planning Associates first reported a position in AMZN in Q4 2024 and held it in 3 quarters. The position peaked at $50.7K in Q2 2025. 5,567 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • Compass Planning Associates reported no remaining Amazon position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 231 Amazon shares in Q3 2025, an estimated $50.7K.
  • Compass Planning Associates first reported a position in Amazon in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Amazon position peaked at $50.7K in Q2 2025.
  • 5,567 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.