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Financial Planning & Information Services’s Amazon AMZN Stock Holding History

Financial Planning & Information Services’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 		$341K Sell
1,830
-119
-6% -$21.7K 0.05% 70
2024
Q2 		$377K Sell
1,949
-28
-1% -$5.14K 0.06% 61
2024
Q1 		$357K Buy
1,977
+24
+1% +$4.01K 0.05% 68
2023
Q4 		$297K Hold
1,953
– – 0.05% 72
2023
Q3 		$248K Sell
1,953
-377
-16% -$50.5K 0.05% 74
2023
Q2 		$304K Buy
2,330
+140
+6% +$16K 0.06% 71
2023
Q1 		$226K Buy
+2,190
New +$212K 0.04% 78
2022
Q4 		– Sell
-2,189
Closed -$247K – 83
2022
Q3 		$247K Buy
2,189
+148
+7% +$18.7K 0.06% 70
2022
Q2 		$217K Buy
2,041
+441
+28% +$55.2K 0.05% 71
2022
Q1 		$260K Buy
+1,600
New +$247K 0.06% 69
2021
Q1 		– Sell
-1,620
Closed -$263K – 70
2020
Q4 		$263K Buy
1,620
+200
+14% +$31.9K 0.09% 60
2020
Q3 		$224K Buy
+1,420
New +$224K 0.09% 61

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
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

Financial Planning & Information Services's AMZN Position: Q3 2024 in Review

Financial Planning & Information Services reduced its Amazon (AMZN) stake by 6.1% in Q3 2024, selling an estimated $21.7K and leaving 1,830 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #70.

Financial Planning & Information Services first reported a position in AMZN in Q3 2020 and has held it in 12 quarters since. The position peaked at $377K in Q2 2024. 4,915 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

  • Financial Planning & Information Services held 1,830 shares of Amazon worth $341K as of Q3 2024.
  • Financial Planning & Information Services sold 119 Amazon shares in Q3 2024, an estimated $21.7K.
  • Amazon made up 0.05% of Financial Planning & Information Services's portfolio in Q3 2024, its #70 holding.
  • Financial Planning & Information Services first reported a position in Amazon in Q3 2020 and has held it in 12 quarters since.
  • Financial Planning & Information Services's Amazon position peaked at $377K in Q2 2024.
  • 4,915 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.