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AMZN icon

Geller Advisors’s Amazon AMZN Stock Holding History

Geller 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
Q4 		$6.06M Sell
27,621
-1,023
-4% -$209K 0.4% 19
2024
Q3 		$5.34M Buy
28,644
+879
+3% +$160K 0.37% 18
2024
Q2 		$5.37M Sell
27,765
-1,964
-7% -$361K 0.4% 18
2024
Q1 		$5.36M Buy
29,729
+4,734
+19% +$790K 0.44% 17
2023
Q4 		$3.8M Buy
24,995
+116
+0.5% +$16.3K 0.37% 18
2023
Q3 		$3.16M Buy
24,879
+120
+0.5% +$16.1K 0.37% 19
2023
Q2 		$3.23M Buy
24,759
+8,254
+50% +$943K 0.4% 17
2023
Q1 		$1.7M Buy
16,505
+6,883
+72% +$665K 0.25% 20
2022
Q4 		$808K Sell
9,622
-167
-2% -$16.5K 0.14% 36
2022
Q3 		$1.11M Sell
9,789
-3,959
-29% -$500K 0.24% 20
2022
Q2 		$1.46M Sell
13,748
-6,912
-33% -$865K 0.3% 18
2022
Q1 		$3.37M Buy
20,660
+10,380
+101% +$1.6M 0.63% 12
2021
Q4 		$1.71M Sell
10,280
-5,140
-33% -$880K 0.33% 21
2021
Q3 		$2.53M Sell
15,420
-5,160
-25% -$890K 0.55% 11
2021
Q2 		$3.54M Sell
20,580
-40
-0.2% -$6.65K 0.77% 9
2021
Q1 		$3.19M Buy
20,620
+4,500
+28% +$713K 0.75% 9
2020
Q4 		$3.3M Hold
16,120
– – 0.83% 8
2020
Q3 		$2.54M Buy
16,120
+480
+3% +$75.7K 0.72% 8
2020
Q2 		$2.16M Buy
15,640
+5,560
+55% +$672K 0.65% 10
2020
Q1 		$983K Sell
10,080
-3,680
-27% -$356K 0.28% 17
2019
Q4 		$1.27M Sell
13,760
-1,940
-12% -$172K 0.39% 13
2019
Q3 		$1.36M Buy
+15,700
New +$1.46M 0.49% 9
2019
Q1 		– Sell
-6,100
Closed -$458K – 27
2018
Q4 		$458K Hold
6,100
– – 0.21% 18
2018
Q3 		$611K Hold
6,100
– – 0.36% 14
2018
Q2 		$518K Hold
6,100
– – 0.22% 19
2018
Q1 		$441K Hold
6,100
– – 0.22% 19
2017
Q4 		$357K Hold
6,100
– – 0.18% 20
2017
Q3 		$293K Buy
+6,100
New +$300K 0.14% 21

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geller Advisors's AMZN Position: Q4 2024 in Review

Geller Advisors reduced its Amazon (AMZN) stake by 3.6% in Q4 2024, selling an estimated $209K and leaving 27,621 shares worth $6.06M. The position accounts for 0.4% of the portfolio, ranked #19.

Geller Advisors first reported a position in AMZN in Q3 2017 and has held it in 28 quarters since. 5,541 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

  • Geller Advisors held 27,621 shares of Amazon worth $6.06M as of Q4 2024.
  • Geller Advisors sold 1,023 Amazon shares in Q4 2024, an estimated $209K.
  • Amazon made up 0.4% of Geller Advisors's portfolio in Q4 2024, its #19 holding.
  • Geller Advisors first reported a position in Amazon in Q3 2017 and has held it in 28 quarters since.
  • 5,541 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.