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First Trust Investment Solutions’s Amazon AMZN Stock Holding History

First Trust Investment Solutions’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 		$15.2M Buy
81,618
+27,824
+52% +$5.08M 1.71% 8
2024
Q2 		$10.4M Buy
53,794
+17,909
+50% +$3.29M 1.46% 10
2024
Q1 		$6.47M Buy
35,885
+5,651
+19% +$943K 1.14% 31
2023
Q4 		$4.59M Buy
+30,234
New +$4.24M 0.95% 34

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

First Trust Investment Solutions's AMZN Position: Q3 2024 in Review

First Trust Investment Solutions increased its Amazon (AMZN) stake by 52% in Q3 2024, buying an estimated $5.08M and bringing the position to 81,618 shares worth $15.2M. The position accounts for 1.71% of the portfolio, ranked #8.

First Trust Investment Solutions first reported a position in AMZN in Q4 2023 and has held it in 4 quarters since. 4,915 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

  • First Trust Investment Solutions held 81,618 shares of Amazon worth $15.2M as of Q3 2024.
  • First Trust Investment Solutions bought 27,824 Amazon shares in Q3 2024, an estimated $5.08M.
  • Amazon made up 1.71% of First Trust Investment Solutions's portfolio in Q3 2024, its #8 holding.
  • First Trust Investment Solutions first reported a position in Amazon in Q4 2023 and has held it in 4 quarters since.
  • 4,915 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.