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Kolinsky Wealth Management’s Amazon AMZN Stock Holding History

Kolinsky Wealth Management’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 		$5.25M Buy
23,937
+779
+3% +$159K 3.21% 5
2024
Q3 		$4.32M Buy
23,158
+585
+3% +$107K 2.81% 6
2024
Q2 		$4.36M Buy
22,573
+611
+3% +$112K 3.13% 5
2024
Q1 		$3.96M Buy
21,962
+1,661
+8% +$277K 3.03% 6
2023
Q4 		$3.08M Sell
20,301
-3,731
-16% -$523K 2.71% 6
2023
Q3 		$3.05M Sell
24,032
-169
-0.7% -$22.6K 3.03% 6
2023
Q2 		$3.1M Buy
24,201
+2,186
+10% +$250K 2.94% 6
2023
Q1 		$2.27M Buy
22,015
+994
+5% +$96K 2.41% 6
2022
Q4 		$1.77M Sell
21,021
-1,588
-7% -$157K 2.02% 6
2022
Q3 		$2.56M Buy
22,609
+1,154
+5% +$146K 3.2% 6
2022
Q2 		$2.28M Buy
21,455
+1,615
+8% +$202K 2.69% 6
2022
Q1 		$3.23M Buy
19,840
+480
+2% +$74.2K 3.17% 6
2021
Q4 		$3.23M Buy
+19,360
New +$3.31M 2.99% 5

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kolinsky Wealth Management's AMZN Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Amazon (AMZN) stake by 3.4% in Q4 2024, buying an estimated $159K and bringing the position to 23,937 shares worth $5.25M. The position accounts for 3.21% of the portfolio, ranked #5.

Kolinsky Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 13 quarters since. 5,551 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

  • Kolinsky Wealth Management held 23,937 shares of Amazon worth $5.25M as of Q4 2024.
  • Kolinsky Wealth Management bought 779 Amazon shares in Q4 2024, an estimated $159K.
  • Amazon made up 3.21% of Kolinsky Wealth Management's portfolio in Q4 2024, its #5 holding.
  • Kolinsky Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 13 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.