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Roger Wittlin Investment Advisory’s Amazon AMZN Stock Holding History

Roger Wittlin Investment Advisory’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
Q4 		– Sell
-1,247
Closed -$232K – 45
2024
Q3 		$232K Hold
1,247
– – 0.13% 47
2024
Q2 		$241K Hold
1,247
– – 0.15% 44
2024
Q1 		$225K Buy
+1,247
New +$208K 0.16% 42

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Roger Wittlin Investment Advisory's AMZN Position: Q4 2024 in Review

Roger Wittlin Investment Advisory sold out of Amazon (AMZN) in Q4 2024, closing a stake of 1,247 shares — an estimated $232K sold.

Roger Wittlin Investment Advisory first reported a position in AMZN in Q1 2024 and held it in 3 quarters. The position peaked at $241K in Q2 2024. 5,542 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

  • Roger Wittlin Investment Advisory reported no remaining Amazon position as of Q4 2024 after selling out during the quarter.
  • Roger Wittlin Investment Advisory sold 1,247 Amazon shares in Q4 2024, an estimated $232K.
  • Roger Wittlin Investment Advisory first reported a position in Amazon in Q1 2024 and held it in 3 quarters.
  • Roger Wittlin Investment Advisory's Amazon position peaked at $241K in Q2 2024.
  • 5,542 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on Roger Wittlin Investment Advisory's 13F filing for Q4 2024, filed 12 Feb 2025.