Kiely Wealth Advisory Group’s Amazon AMZN Stock Holding History

Kiely Wealth Advisory Group’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	$1.28M	Hold	5,500	–	–	0.83%	14
2024 Q3	$1.15M	Hold	5,500	–	–	0.73%	12
2024 Q2	$910K	Buy	5,500 +80	+1%	+$14.7K	0.5%	11
2024 Q1	$979K	Buy	5,420 +400	+8%	+$66.8K	0.56%	11
2023 Q4	$798K	Buy	+5,020	New	+$704K	0.46%	11

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

Kiely Wealth Advisory Group's AMZN Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Amazon (AMZN) position steady in Q4 2024 at 5,500 shares worth $1.28M. The position accounts for 0.83% of the portfolio, ranked #14.

Kiely Wealth Advisory Group first reported a position in AMZN in Q4 2023 and has held it in 5 quarters since. 5,541 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

Kiely Wealth Advisory Group held 5,500 shares of Amazon worth $1.28M as of Q4 2024.
Kiely Wealth Advisory Group left its Amazon share count unchanged in Q4 2024.
Amazon made up 0.83% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #14 holding.
Kiely Wealth Advisory Group first reported a position in Amazon in Q4 2023 and has held it in 5 quarters since.
5,541 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.