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Edmonds Duncan Registered Investment Advisors’s Amazon AMZN Stock Holding History

Edmonds Duncan Registered Investment 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
2024
Q3 		$630K Buy
3,379
+137
+4% +$25K 0.14% 68
2024
Q2 		$627K Hold
3,242
– – 0.15% 67
2024
Q1 		$585K Hold
3,242
– – 0.15% 69
2023
Q4 		$493K Sell
3,242
-18
-0.6% -$2.52K 0.13% 70
2023
Q3 		$414K Hold
3,260
– – 0.12% 80
2023
Q2 		$425K Hold
3,260
– – 0.13% 79
2023
Q1 		$337K Hold
3,260
– – 0.1% 90
2022
Q4 		$274K Hold
3,260
– – 0.09% 101
2022
Q3 		$368K Buy
3,260
+400
+14% +$50.6K 0.13% 80
2022
Q2 		$304K Hold
2,860
– – 0.1% 87
2022
Q1 		$466K Hold
2,860
– – 0.14% 79
2021
Q4 		$447K Buy
2,860
+800
+39% +$137K 0.12% 82
2021
Q3 		$338K Buy
2,060
+40
+2% +$6.9K 0.1% 102
2021
Q2 		$347K Hold
2,020
– – 0.11% 101
2021
Q1 		$313K Hold
2,020
– – 0.1% 97
2020
Q4 		$336K Sell
2,020
-1,200
-37% -$191K 0.11% 96
2020
Q3 		$507K Hold
3,220
– – 0.21% 69
2020
Q2 		$444K Sell
3,220
-240
-7% -$29K 0.19% 73
2020
Q1 		$337K Hold
3,460
– – 0.17% 79
2019
Q4 		$320K Sell
3,460
-100
-3% -$8.85K 0.13% 91
2019
Q3 		$309K Hold
3,560
– – 0.13% 86
2019
Q2 		$342K Buy
3,560
+100
+3% +$9.31K 0.14% 81
2019
Q1 		$308K Hold
3,460
– – 0.13% 91
2018
Q4 		$260K Sell
3,460
-740
-18% -$61.5K 0.12% 97
2018
Q3 		$421K Buy
4,200
+60
+1% +$5.64K 0.17% 81
2018
Q2 		$352K Sell
4,140
-140
-3% -$11.1K 0.15% 82
2018
Q1 		$310K Buy
+4,280
New +$306K 0.14% 85

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 $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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's AMZN Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors increased its Amazon (AMZN) stake by 4.2% in Q3 2024, buying an estimated $25K and bringing the position to 3,379 shares worth $630K. The position accounts for 0.14% of the portfolio, ranked #68.

Edmonds Duncan Registered Investment Advisors first reported a position in AMZN in Q1 2018 and has held it in 27 quarters since. 4,918 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors held 3,379 shares of Amazon worth $630K as of Q3 2024.
  • Edmonds Duncan Registered Investment Advisors bought 137 Amazon shares in Q3 2024, an estimated $25K.
  • Amazon made up 0.14% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #68 holding.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Amazon in Q1 2018 and has held it in 27 quarters since.
  • 4,918 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.