Schechter Investment Advisors’s Amazon AMZN Stock Holding History

Schechter Investment 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
2025 Q1	$16.7M	Sell	87,733 -13,094	-13%	-$2.84M	1.37%	14
2024 Q4	$22.1M	Sell	100,827 -8,042	-7%	-$1.65M	1.69%	13
2024 Q3	$20.3M	Buy	108,869 +1,618	+2%	+$295K	1.49%	13
2024 Q2	$20.7M	Sell	107,251 -3,610	-3%	-$663K	1.56%	13
2024 Q1	$20M	Sell	110,861 -883	-0.8%	-$147K	1.5%	13
2023 Q4	$17M	Sell	111,744 -782	-0.7%	-$110K	1.47%	12
2023 Q3	$14.3M	Buy	112,526 +1,061	+1%	+$142K	1.39%	14
2023 Q2	$14.5M	Buy	111,465 +11,716	+12%	+$1.34M	1.3%	14
2023 Q1	$10.3M	Buy	99,749 +14,789	+17%	+$1.43M	0.95%	18
2022 Q4	$7.14M	Sell	84,960 -14,833	-15%	-$1.47M	0.65%	17
2022 Q3	$11.3M	Buy	99,793 +2,971	+3%	+$376K	1.11%	8
2022 Q2	$10.3M	Buy	96,822 +7,542	+8%	+$944K	1%	9
2022 Q1	$14.6M	Sell	89,280 -4,580	-5%	-$708K	1.35%	6
2021 Q4	$15.6M	Buy	+93,860	New	+$16.1M	1.41%	7

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Schechter Investment Advisors's AMZN Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Amazon (AMZN) stake by 13% in Q1 2025, selling an estimated $2.84M and leaving 87,733 shares worth $16.7M. The position accounts for 1.37% of the portfolio, ranked #14.

Schechter Investment Advisors first reported a position in AMZN in Q4 2021 and has held it in 14 quarters since. The position peaked at $22.1M in Q4 2024. 5,468 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

Schechter Investment Advisors held 87,733 shares of Amazon worth $16.7M as of Q1 2025.
Schechter Investment Advisors sold 13,094 Amazon shares in Q1 2025, an estimated $2.84M.
Amazon made up 1.37% of Schechter Investment Advisors's portfolio in Q1 2025, its #14 holding.
Schechter Investment Advisors first reported a position in Amazon in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Amazon position peaked at $22.1M in Q4 2024.
5,468 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.