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Partnership Wealth Management’s Amazon AMZN Stock Holding History

Partnership Wealth Management’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
Q4 		– Sell
-790
Closed -$147K – 79
2024
Q3 		$147K Buy
790
+30
+4% +$5.47K 0.1% 80
2024
Q2 		$147K Hold
760
– – 0.11% 107
2024
Q1 		$137K Hold
760
– – 0.1% 113
2023
Q4 		$118K Buy
+760
New +$107K 0.09% 114

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Partnership Wealth Management's AMZN Position: Q4 2024 in Review

Partnership Wealth Management sold out of Amazon (AMZN) in Q4 2024, closing a stake of 790 shares — an estimated $147K sold.

Partnership Wealth Management first reported a position in AMZN in Q4 2023 and held it in 4 quarters. The position peaked at $147K in Q3 2024. 5,542 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

  • Partnership Wealth Management reported no remaining Amazon position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 790 Amazon shares in Q4 2024, an estimated $147K.
  • Partnership Wealth Management first reported a position in Amazon in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Amazon position peaked at $147K in Q3 2024.
  • 5,542 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.