Householder Group Estate & Retirement Specialist’s Amazon AMZN Stock Holding History

Householder Group Estate & Retirement Specialist’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	$3.83M	Sell	17,463 -18,595	-52%	-$3.8M	2.86%	6
2024 Q3	$6.72M	Sell	36,058 -5,754	-14%	-$1.05M	1.96%	9
2024 Q2	$8.08M	Buy	41,812 +1,000	+2%	+$184K	2.27%	8
2024 Q1	$7.36M	Buy	40,812 +1,987	+5%	+$332K	2.19%	8
2023 Q4	$5.9M	Buy	38,825 +653	+2%	+$91.5K	1.94%	8
2023 Q3	$4.85M	Buy	+38,172	New	+$5.11M	1.75%	8
2023 Q1	$3.94M	Buy	38,139 +142	+0.4%	+$13.7K	1.51%	10
2022 Q4	$3.19M	Buy	37,997 +701	+2%	+$69.2K	4.76%	5
2022 Q3	$4.21M	Buy	37,296 +3,112	+9%	+$393K	1.74%	9
2022 Q2	$3.63M	Buy	34,184 +15,824	+86%	+$1.98M	1.62%	11
2022 Q1	$2.99M	Buy	18,360 +2,140	+13%	+$331K	1.21%	18
2021 Q4	$2.7M	Buy	+16,220	New	+$2.78M	1.01%	21

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

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

Householder Group Estate & Retirement Specialist's AMZN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Amazon (AMZN) stake by 52% in Q4 2024, selling an estimated $3.8M and leaving 17,463 shares worth $3.83M. The position accounts for 2.86% of the portfolio, ranked #6.

Householder Group Estate & Retirement Specialist first reported a position in AMZN in Q4 2021 and has held it in 12 quarters since. The position peaked at $8.08M in Q2 2024. 5,542 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

Householder Group Estate & Retirement Specialist held 17,463 shares of Amazon worth $3.83M as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 18,595 Amazon shares in Q4 2024, an estimated $3.8M.
Amazon made up 2.86% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #6 holding.
Householder Group Estate & Retirement Specialist first reported a position in Amazon in Q4 2021 and has held it in 12 quarters since.
Householder Group Estate & Retirement Specialist's Amazon position peaked at $8.08M in Q2 2024.
5,542 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.