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Curi Wealth Management’s Amazon AMZN Stock Holding History

Curi 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
Q1 		– Sell
-60,271
Closed -$9.16M – 10
2023
Q4 		$9.16M Sell
60,271
-6,505
-10% -$912K 1.27% 29
2023
Q3 		$8.49M Sell
66,776
-4,046
-6% -$542K 1.3% 28
2023
Q2 		$9.23M Sell
70,822
-4,060
-5% -$464K 1.25% 27
2023
Q1 		$7.73M Sell
74,882
-5,607
-7% -$542K 1.11% 32
2022
Q4 		$6.76M Sell
80,489
-2,101
-3% -$208K 0.95% 37
2022
Q3 		$9.33M Buy
82,590
+12,341
+18% +$1.56M 1.55% 28
2022
Q2 		$7.46M Buy
70,249
+89
+0.1% +$11.1K 1.44% 29
2022
Q1 		$11.4M Buy
70,160
+2,480
+4% +$383K 1.98% 19
2021
Q4 		$11.3M Buy
67,680
+64,900
+2,335% +$11.1M 1.95% 22
2021
Q3 		$456K Sell
2,780
-260
-9% -$44.8K 0.21% 44
2021
Q2 		$522K Buy
3,040
+560
+23% +$93.1K 0.26% 41
2021
Q1 		$383K Buy
2,480
+400
+19% +$63.4K 0.24% 48
2020
Q4 		$338K Buy
+2,080
New +$332K 0.24% 53

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

Curi Wealth Management's AMZN Position: Q1 2024 in Review

Curi Wealth Management sold out of Amazon (AMZN) in Q1 2024, closing a stake of 60,271 shares — an estimated $9.16M sold.

Curi Wealth Management first reported a position in AMZN in Q4 2020 and held it in 13 quarters. The position peaked at $11.4M in Q1 2022. 4,850 funds tracked by Wall St. Rank hold AMZN as of Q1 2024.

  • Curi Wealth Management reported no remaining Amazon position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 60,271 Amazon shares in Q1 2024, an estimated $9.16M.
  • Curi Wealth Management first reported a position in Amazon in Q4 2020 and held it in 13 quarters.
  • Curi Wealth Management's Amazon position peaked at $11.4M in Q1 2022.
  • 4,850 funds tracked by Wall St. Rank held Amazon as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.