Custom Portfolio Group’s Amazon AMZN Stock Holding History

Custom Portfolio Group’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 Q2	$251K	Hold	1,298	–	–	0.2%	40
2024 Q1	$234K	Hold	1,298	–	–	0.19%	43
2023 Q4	$197K	Buy	+1,298	New	+$182K	0.18%	39

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Custom Portfolio Group's AMZN Position: Q2 2024 in Review

Custom Portfolio Group held its Amazon (AMZN) position steady in Q2 2024 at 1,298 shares worth $251K. The position accounts for 0.2% of the portfolio, ranked #40.

Custom Portfolio Group first reported a position in AMZN in Q4 2023 and has held it in 3 quarters since. 4,931 funds tracked by Wall St. Rank hold AMZN as of Q2 2024.

Custom Portfolio Group held 1,298 shares of Amazon worth $251K as of Q2 2024.
Custom Portfolio Group left its Amazon share count unchanged in Q2 2024.
Amazon made up 0.2% of Custom Portfolio Group's portfolio in Q2 2024, its #40 holding.
Custom Portfolio Group first reported a position in Amazon in Q4 2023 and has held it in 3 quarters since.
4,931 funds tracked by Wall St. Rank held Amazon as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.