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Retirement Group’s Amazon AMZN Stock Holding History

Retirement 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
Q1 		$2.53M Buy
14,023
+40
+0.3% +$6.68K 0.91% 21
2023
Q4 		$2.12M Sell
13,983
-205
-1% -$28.7K 0.86% 20
2023
Q3 		$1.8M Buy
14,188
+554
+4% +$74.2K 0.75% 22
2023
Q2 		$1.78M Sell
13,634
-23
-0.2% -$2.63K 0.74% 25
2023
Q1 		$1.41M Buy
13,657
+902
+7% +$87.1K 0.64% 25
2022
Q4 		$1.07M Buy
12,755
+3,841
+43% +$379K 0.52% 33
2022
Q3 		$1.01M Sell
8,914
-5,070
-36% -$641K 0.81% 26
2022
Q2 		$1.49M Buy
13,984
+1,224
+10% +$153K 0.62% 26
2022
Q1 		$2.08M Buy
12,760
+320
+3% +$49.4K 0.8% 23
2021
Q4 		$2.07M Buy
12,440
+1,780
+17% +$305K 0.91% 22
2021
Q3 		$1.75M Buy
10,660
+200
+2% +$34.5K 0.81% 24
2021
Q2 		$1.8M Sell
10,460
-21,900
-68% -$3.64M 0.87% 23
2021
Q1 		$5.01M Buy
32,360
+2,900
+10% +$460K 2.27% 11
2020
Q4 		$4.8M Sell
29,460
-320
-1% -$51.1K 2.2% 12
2020
Q3 		$4.69M Buy
29,780
+1,140
+4% +$180K 2.63% 8
2020
Q2 		$3.95M Buy
+28,640
New +$3.46M 2.45% 9
2019
Q4 		$4.6M Buy
+49,760
New +$4.4M 2.99% 7

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Retirement Group's AMZN Position: Q1 2024 in Review

Retirement Group increased its Amazon (AMZN) stake by 0.29% in Q1 2024, buying an estimated $6.68K and bringing the position to 14,023 shares worth $2.53M. The position accounts for 0.91% of the portfolio, ranked #21.

Retirement Group first reported a position in AMZN in Q4 2019 and has held it in 17 quarters since. The position peaked at $5.01M in Q1 2021. 4,850 funds tracked by Wall St. Rank hold AMZN as of Q1 2024.

  • Retirement Group held 14,023 shares of Amazon worth $2.53M as of Q1 2024.
  • Retirement Group bought 40 Amazon shares in Q1 2024, an estimated $6.68K.
  • Amazon made up 0.91% of Retirement Group's portfolio in Q1 2024, its #21 holding.
  • Retirement Group first reported a position in Amazon in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Amazon position peaked at $5.01M in Q1 2021.
  • 4,850 funds tracked by Wall St. Rank held Amazon as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.