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Platte River Wealth Advisors’s Amazon AMZN Stock Holding History

Platte River Wealth Advisors’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 		$1.28M Sell
6,845
-175
-2% -$31.9K 0.34% 45
2024
Q2 		$1.36M Sell
7,020
-430
-6% -$79K 0.38% 45
2024
Q1 		$1.34M Buy
7,450
+70
+0.9% +$11.7K 0.38% 46
2023
Q4 		$1.12M Buy
7,380
+58
+0.8% +$8.13K 0.37% 50
2023
Q3 		$931K Buy
7,322
+1,132
+18% +$152K 0.34% 51
2023
Q2 		$807K Buy
6,190
+175
+3% +$20K 0.28% 55
2023
Q1 		$621K Sell
6,015
-24,183
-80% -$2.34M 0.24% 56
2022
Q4 		$2.54M Sell
30,198
-5,058
-14% -$500K 1.07% 26
2022
Q3 		$3.98M Buy
35,256
+3,956
+13% +$500K 1.78% 15
2022
Q2 		$3.32M Sell
31,300
-800
-2% -$100K 1.44% 19
2022
Q1 		$5.23M Sell
32,100
-1,540
-5% -$238K 1.91% 15
2021
Q4 		$5.56M Sell
33,640
-220
-0.6% -$37.7K 1.9% 16
2021
Q3 		$5.56M Buy
33,860
+2,780
+9% +$480K 2.06% 16
2021
Q2 		$5.35M Buy
31,080
+440
+1% +$73.1K 2.03% 16
2021
Q1 		$5.05M Sell
30,640
-560
-2% -$88.8K 2.08% 17
2020
Q4 		$5.16M Buy
31,200
+2,540
+9% +$405K 2.23% 17
2020
Q3 		$4.51M Sell
28,660
-1,880
-6% -$296K 2.33% 15
2020
Q2 		$4.67M Buy
+30,540
New +$3.69M 2.57% 14
2019
Q4 		$2.78M Buy
+27,720
New +$2.45M 1.46% 19

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

Platte River Wealth Advisors's AMZN Position: Q3 2024 in Review

Platte River Wealth Advisors reduced its Amazon (AMZN) stake by 2.5% in Q3 2024, selling an estimated $31.9K and leaving 6,845 shares worth $1.28M. The position accounts for 0.34% of the portfolio, ranked #45.

Platte River Wealth Advisors first reported a position in AMZN in Q4 2019 and has held it in 19 quarters since. The position peaked at $5.56M in Q4 2021. 4,916 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

  • Platte River Wealth Advisors held 6,845 shares of Amazon worth $1.28M as of Q3 2024.
  • Platte River Wealth Advisors sold 175 Amazon shares in Q3 2024, an estimated $31.9K.
  • Amazon made up 0.34% of Platte River Wealth Advisors's portfolio in Q3 2024, its #45 holding.
  • Platte River Wealth Advisors first reported a position in Amazon in Q4 2019 and has held it in 19 quarters since.
  • Platte River Wealth Advisors's Amazon position peaked at $5.56M in Q4 2021.
  • 4,916 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.