Norwood Financial’s Amazon AMZN Stock Holding History

Norwood Financial’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 Q1	$14.4K	Hold	80	–	–	0.02%	224
2023 Q4	$12.2K	Hold	80	–	–	0.02%	220
2023 Q3	$10.2K	Hold	80	–	–	0.02%	227
2023 Q2	$10.4K	Buy	+80	New	+$9.14K	0.02%	227

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Norwood Financial's AMZN Position: Q1 2024 in Review

Norwood Financial held its Amazon (AMZN) position steady in Q1 2024 at 80 shares worth $14.4K. The position accounts for 0.02% of the portfolio, ranked #224.

Norwood Financial first reported a position in AMZN in Q2 2023 and has held it in 4 quarters since. 4,851 funds tracked by Wall St. Rank hold AMZN as of Q1 2024.

Norwood Financial held 80 shares of Amazon worth $14.4K as of Q1 2024.
Norwood Financial left its Amazon share count unchanged in Q1 2024.
Amazon made up 0.02% of Norwood Financial's portfolio in Q1 2024, its #224 holding.
Norwood Financial first reported a position in Amazon in Q2 2023 and has held it in 4 quarters since.
4,851 funds tracked by Wall St. Rank held Amazon as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.