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Milestone Investment Advisors’s Amazon AMZN Stock Holding History

Milestone Investment 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 		– Sell
-2,260
Closed -$287K – 143
2023
Q3 		$287K Buy
+2,260
New +$303K 0.08% 83
2023
Q2 		– Sell
-2,260
Closed -$233K – 139
2023
Q1 		$233K Buy
+2,260
New +$218K 0.07% 95

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Milestone Investment Advisors's AMZN Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Amazon (AMZN) in Q4 2023, closing a stake of 2,260 shares — an estimated $287K sold.

Milestone Investment Advisors first reported a position in AMZN in Q1 2023 and held it in 2 quarters. The position peaked at $287K in Q3 2023. 4,725 funds tracked by Wall St. Rank hold AMZN as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Amazon position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 2,260 Amazon shares in Q4 2023, an estimated $287K.
  • Milestone Investment Advisors first reported a position in Amazon in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Amazon position peaked at $287K in Q3 2023.
  • 4,725 funds tracked by Wall St. Rank held Amazon as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.