Peterson Financial Group’s Amazon AMZN Stock Holding History

Peterson 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 Q3	$84.9K	Buy	+456	New	+$83.2K	0.33%	62
2023 Q1	–	Sell	-22,809	Closed	-$1.92M	–	25
2022 Q4	$1.92M	Sell	22,809 -10,561	-32%	-$1.04M	2.53%	5
2022 Q3	$3.77M	Buy	33,370 +2,654	+9%	+$335K	3.67%	3
2022 Q2	$3.26M	Buy	30,716 +3,336	+12%	+$417K	3.07%	3
2022 Q1	$4.46M	Buy	27,380 +2,180	+9%	+$337K	3.7%	3
2021 Q4	$4.2M	Buy	+25,200	New	+$4.31M	3.43%	3

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Peterson Financial Group's AMZN Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Amazon (AMZN) in Q3 2024: 456 shares worth $84.9K. The stake represents 0.33% of the portfolio and ranks #62 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in AMZN as recently as Q4 2022.

Peterson Financial Group first reported a position in AMZN in Q4 2021 and has held it in 6 quarters since. The position peaked at $4.46M in Q1 2022. 4,916 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

Peterson Financial Group held 456 shares of Amazon worth $84.9K as of Q3 2024.
Amazon was a new Peterson Financial Group position in Q3 2024.
Amazon made up 0.33% of Peterson Financial Group's portfolio in Q3 2024, its #62 holding.
Peterson Financial Group first reported a position in Amazon in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's Amazon position peaked at $4.46M in Q1 2022.
4,916 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.