Monumental Financial Group’s Amazon AMZN Stock Holding History

Monumental Financial 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 Q2	–	Sell	-1,204	Closed	-$217K	–	42
2024 Q1	$217K	Buy	+1,204	New	+$201K	0.12%	39
2022 Q4	–	Sell	-3,285	Closed	-$371K	–	50
2022 Q3	$371K	Sell	3,285 -150	-4%	-$19K	0.35%	26
2022 Q2	$365K	Buy	3,435 +3,355	+4,194%	+$420K	0.34%	32
2022 Q1	$13K	Buy	+80	New	+$12.4K	0.01%	41
2021 Q3	–	Sell	-720	Closed	-$124K	–	31
2021 Q2	$124K	Sell	720 -4,460	-86%	-$741K	0.11%	32
2021 Q1	$801K	Buy	+5,180	New	+$821K	0.76%	19

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Monumental Financial Group's AMZN Position: Q2 2024 in Review

Monumental Financial Group sold out of Amazon (AMZN) in Q2 2024, closing a stake of 1,204 shares — an estimated $217K sold.

Monumental Financial Group first reported a position in AMZN in Q1 2021 and held it in 6 quarters. The position peaked at $801K in Q1 2021. 4,932 funds tracked by Wall St. Rank hold AMZN as of Q2 2024.

Monumental Financial Group reported no remaining Amazon position as of Q2 2024 after selling out during the quarter.
Monumental Financial Group sold 1,204 Amazon shares in Q2 2024, an estimated $217K.
Monumental Financial Group first reported a position in Amazon in Q1 2021 and held it in 6 quarters.
Monumental Financial Group's Amazon position peaked at $801K in Q1 2021.
4,932 funds tracked by Wall St. Rank held Amazon as of Q2 2024.

Based on Monumental Financial Group's 13F filing for Q2 2024, filed 5 Aug 2024.