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Planning Capital Management Corporation’s Amazon AMZN Stock Holding History

Planning Capital Management Corporation’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 		$1.41M Sell
7,586
-1,683
-18% -$307K 0.94% 32
2024
Q2 		$1.79M Sell
9,269
-346
-4% -$63.6K 1.26% 24
2024
Q1 		$1.73M Sell
9,615
-672
-7% -$112K 1.27% 25
2023
Q4 		$1.56M Buy
+10,287
New +$1.44M 1.22% 24

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

Planning Capital Management Corporation's AMZN Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Amazon (AMZN) stake by 18% in Q3 2024, selling an estimated $307K and leaving 7,586 shares worth $1.41M. The position accounts for 0.94% of the portfolio, ranked #32.

Planning Capital Management Corporation first reported a position in AMZN in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.79M in Q2 2024. 4,916 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

  • Planning Capital Management Corporation held 7,586 shares of Amazon worth $1.41M as of Q3 2024.
  • Planning Capital Management Corporation sold 1,683 Amazon shares in Q3 2024, an estimated $307K.
  • Amazon made up 0.94% of Planning Capital Management Corporation's portfolio in Q3 2024, its #32 holding.
  • Planning Capital Management Corporation first reported a position in Amazon in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Amazon position peaked at $1.79M in Q2 2024.
  • 4,916 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.