Monument Group Wealth Advisors’s Amazon AMZN Stock Holding History

Monument Group Wealth 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
2025 Q1	–	Sell	-1,530	Closed	-$336K	–	52
2024 Q4	$336K	Buy	+1,530	New	+$313K	0.24%	32

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

Monument Group Wealth Advisors's AMZN Position: Q1 2025 in Review

Monument Group Wealth Advisors sold out of Amazon (AMZN) in Q1 2025, closing a stake of 1,530 shares — an estimated $336K sold.

Monument Group Wealth Advisors first reported a position in AMZN in Q4 2024 and held it in 1 quarter. The position peaked at $336K in Q4 2024. 5,468 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

Monument Group Wealth Advisors reported no remaining Amazon position as of Q1 2025 after selling out during the quarter.
Monument Group Wealth Advisors sold 1,530 Amazon shares in Q1 2025, an estimated $336K.
Monument Group Wealth Advisors first reported a position in Amazon in Q4 2024 and held it in 1 quarter.
Monument Group Wealth Advisors's Amazon position peaked at $336K in Q4 2024.
5,468 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.