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Resource Planning Group’s Amazon AMZN Stock Holding History

Resource Planning 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
2023
Q4 		$393K Sell
2,585
-80
-3% -$11.2K 0.25% 53
2023
Q3 		$339K Buy
2,665
+9
+0.3% +$1.21K 0.29% 43
2023
Q2 		$346K Sell
2,656
-39
-1% -$4.45K 0.28% 44
2023
Q1 		$278K Sell
2,695
-460
-15% -$44.4K 0.23% 52
2022
Q4 		$265K Buy
3,155
+1,005
+47% +$99.3K 0.21% 57
2022
Q3 		$243K Buy
2,150
+10
+0.5% +$1.26K 0.21% 58
2022
Q2 		$227K Buy
2,140
+200
+10% +$25K 0.19% 62
2022
Q1 		$316K Buy
1,940
+60
+3% +$9.27K 0.23% 55
2021
Q4 		$313K Sell
1,880
-500
-21% -$85.6K 0.21% 54
2021
Q3 		$391K Sell
2,380
-240
-9% -$41.4K 0.25% 55
2021
Q2 		$451K Buy
2,620
+420
+19% +$69.8K 0.26% 51
2021
Q1 		$340K Hold
2,200
– – 0.22% 53
2020
Q4 		$358K Sell
2,200
-280
-11% -$44.7K 0.25% 50
2020
Q3 		$390K Buy
2,480
+520
+27% +$82K 0.3% 46
2020
Q2 		$270K Buy
+1,960
New +$237K 0.2% 49

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Resource Planning Group's AMZN Position: Q4 2023 in Review

Resource Planning Group reduced its Amazon (AMZN) stake by 3% in Q4 2023, selling an estimated $11.2K and leaving 2,585 shares worth $393K. The position accounts for 0.25% of the portfolio, ranked #53.

Resource Planning Group first reported a position in AMZN in Q2 2020 and has held it in 15 quarters since. The position peaked at $451K in Q2 2021. 4,724 funds tracked by Wall St. Rank hold AMZN as of Q4 2023.

  • Resource Planning Group held 2,585 shares of Amazon worth $393K as of Q4 2023.
  • Resource Planning Group sold 80 Amazon shares in Q4 2023, an estimated $11.2K.
  • Amazon made up 0.25% of Resource Planning Group's portfolio in Q4 2023, its #53 holding.
  • Resource Planning Group first reported a position in Amazon in Q2 2020 and has held it in 15 quarters since.
  • Resource Planning Group's Amazon position peaked at $451K in Q2 2021.
  • 4,724 funds tracked by Wall St. Rank held Amazon as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.