Insight Folios’s Amazon AMZN Stock Holding History

Insight Folios’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	$337K	Sell	1,810 -73	-4%	-$13.3K	0.12%	96
2024 Q2	$364K	Sell	1,883 -25	-1%	-$4.59K	0.15%	75
2024 Q1	$344K	Buy	1,908 +449	+31%	+$74.9K	0.14%	82
2023 Q4	$222K	Buy	+1,459	New	+$205K	0.1%	110
2023 Q3	–	Sell	-1,536	Closed	-$200K	–	112
2023 Q2	$200K	Buy	+1,536	New	+$175K	0.08%	109
2022 Q2	–	Sell	-1,460	Closed	-$238K	–	109
2022 Q1	$238K	Sell	1,460 -120	-8%	-$18.5K	0.11%	117
2021 Q4	$263K	Buy	+1,580	New	+$270K	0.12%	122
2021 Q3	–	Sell	-1,700	Closed	-$292K	–	119
2021 Q2	$292K	Buy	+1,700	New	+$283K	0.17%	46

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Insight Folios's AMZN Position: Q3 2024 in Review

Insight Folios reduced its Amazon (AMZN) stake by 3.9% in Q3 2024, selling an estimated $13.3K and leaving 1,810 shares worth $337K. The position accounts for 0.12% of the portfolio, ranked #96.

Insight Folios first reported a position in AMZN in Q2 2021 and has held it in 8 quarters since. The position peaked at $364K in Q2 2024. 4,915 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

Insight Folios held 1,810 shares of Amazon worth $337K as of Q3 2024.
Insight Folios sold 73 Amazon shares in Q3 2024, an estimated $13.3K.
Amazon made up 0.12% of Insight Folios's portfolio in Q3 2024, its #96 holding.
Insight Folios first reported a position in Amazon in Q2 2021 and has held it in 8 quarters since.
Insight Folios's Amazon position peaked at $364K in Q2 2024.
4,915 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.