Family Asset Management’s Amazon AMZN Stock Holding History

Family Asset 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 Q3	$923K	Sell	4,956 -144	-3%	-$26.3K	0.56%	41
2024 Q2	$986K	Sell	5,100 -99	-2%	-$18.2K	0.63%	38
2024 Q1	$938K	Buy	5,199 +2,173	+72%	+$363K	0.59%	42
2023 Q4	$460K	Buy	3,026 +202	+7%	+$28.3K	0.31%	71
2023 Q3	$359K	Sell	2,824 -280	-9%	-$37.5K	0.26%	69
2023 Q2	$405K	Buy	3,104 +594	+24%	+$67.8K	0.27%	70
2023 Q1	$259K	Buy	+2,510	New	+$243K	0.19%	85

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Family Asset Management's AMZN Position: Q3 2024 in Review

Family Asset Management reduced its Amazon (AMZN) stake by 2.8% in Q3 2024, selling an estimated $26.3K and leaving 4,956 shares worth $923K. The position accounts for 0.56% of the portfolio, ranked #41.

Family Asset Management first reported a position in AMZN in Q1 2023 and has held it in 7 quarters since. The position peaked at $986K in Q2 2024. 4,915 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

Family Asset Management held 4,956 shares of Amazon worth $923K as of Q3 2024.
Family Asset Management sold 144 Amazon shares in Q3 2024, an estimated $26.3K.
Amazon made up 0.56% of Family Asset Management's portfolio in Q3 2024, its #41 holding.
Family Asset Management first reported a position in Amazon in Q1 2023 and has held it in 7 quarters since.
Family Asset Management's Amazon position peaked at $986K in Q2 2024.
4,915 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.