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FirstPurpose Wealth’s Amazon AMZN Stock Holding History

FirstPurpose Wealth’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
Q1 		$3.8M Sell
20,422
-2,135
-9% -$356K 1.38% 12
2023
Q4 		$3.43M Buy
22,557
+876
+4% +$123K 1.31% 14
2023
Q3 		$2.76M Sell
21,681
-1,978
-8% -$265K 1.19% 17
2023
Q2 		$3.08M Buy
23,659
+1,135
+5% +$130K 1.32% 15
2023
Q1 		$2.33M Buy
22,524
+7,065
+46% +$683K 1.15% 18
2022
Q4 		$1.3M Sell
15,459
-136
-0.9% -$13.4K 0.73% 24
2022
Q3 		$1.76M Buy
15,595
+1,809
+13% +$229K 1.16% 21
2022
Q2 		$1.46M Buy
13,786
+2,986
+28% +$374K 0.98% 22
2022
Q1 		$1.76M Buy
10,800
+780
+8% +$121K 1.37% 17
2021
Q4 		$1.67M Buy
+10,020
New +$1.71M 1.05% 18

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FirstPurpose Wealth's AMZN Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Amazon (AMZN) stake by 9.5% in Q1 2024, selling an estimated $356K and leaving 20,422 shares worth $3.8M. The position accounts for 1.38% of the portfolio, ranked #12.

FirstPurpose Wealth first reported a position in AMZN in Q4 2021 and has held it in 10 quarters since. 4,851 funds tracked by Wall St. Rank hold AMZN as of Q1 2024.

  • FirstPurpose Wealth held 20,422 shares of Amazon worth $3.8M as of Q1 2024.
  • FirstPurpose Wealth sold 2,135 Amazon shares in Q1 2024, an estimated $356K.
  • Amazon made up 1.38% of FirstPurpose Wealth's portfolio in Q1 2024, its #12 holding.
  • FirstPurpose Wealth first reported a position in Amazon in Q4 2021 and has held it in 10 quarters since.
  • 4,851 funds tracked by Wall St. Rank held Amazon as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.