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Landmark Financial Advisors’s Amazon AMZN Stock Holding History

Landmark Financial 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
2023
Q4 		$1.36M Buy
8,954
+47
+0.5% +$6.59K 0.49% 33
2023
Q3 		$1.13M Buy
8,907
+236
+3% +$31.6K 0.46% 35
2023
Q2 		$1.13M Sell
8,671
-801
-8% -$91.5K 0.46% 37
2023
Q1 		$978K Buy
9,472
+584
+7% +$56.4K 0.43% 40
2022
Q4 		$747K Buy
8,888
+1,044
+13% +$103K 0.34% 41
2022
Q3 		$886K Buy
7,844
+1,233
+19% +$156K 0.47% 36
2022
Q2 		$702K Buy
6,611
+1,231
+23% +$154K 0.35% 38
2022
Q1 		$786K Buy
5,380
+1,440
+37% +$223K 0.38% 36
2021
Q4 		$657K Buy
3,940
+620
+19% +$106K 0.29% 48
2021
Q3 		$514K Sell
3,320
-180
-5% -$31K 0.28% 43
2021
Q2 		$602K Buy
3,500
+180
+5% +$29.9K 0.29% 43
2021
Q1 		$514K Sell
3,320
-60
-2% -$9.51K 0.28% 43
2020
Q4 		$526K Buy
3,380
+260
+8% +$41.5K 0.3% 42
2020
Q3 		$499K Buy
3,120
+180
+6% +$28.4K 0.32% 40
2020
Q2 		$449K Sell
2,940
-100
-3% -$12.1K 0.29% 42
2020
Q1 		$347K Buy
+3,040
New +$294K 0.24% 47

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Landmark Financial Advisors's AMZN Position: Q4 2023 in Review

Landmark Financial Advisors increased its Amazon (AMZN) stake by 0.53% in Q4 2023, buying an estimated $6.59K and bringing the position to 8,954 shares worth $1.36M. The position accounts for 0.49% of the portfolio, ranked #33.

Landmark Financial Advisors first reported a position in AMZN in Q1 2020 and has held it in 16 quarters since. 4,731 funds tracked by Wall St. Rank hold AMZN as of Q4 2023.

  • Landmark Financial Advisors held 8,954 shares of Amazon worth $1.36M as of Q4 2023.
  • Landmark Financial Advisors bought 47 Amazon shares in Q4 2023, an estimated $6.59K.
  • Amazon made up 0.49% of Landmark Financial Advisors's portfolio in Q4 2023, its #33 holding.
  • Landmark Financial Advisors first reported a position in Amazon in Q1 2020 and has held it in 16 quarters since.
  • 4,731 funds tracked by Wall St. Rank held Amazon as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.