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Source Financial Advisors’s Amazon AMZN Stock Holding History

Source Financial 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 		$2.31M Buy
12,391
+43
+0.3% +$7.85K 0.68% 26
2024
Q2 		$2.39M Buy
12,348
+24
+0.2% +$4.41K 0.73% 25
2024
Q1 		$2.22M Sell
12,324
-1,206
-9% -$201K 0.67% 26
2023
Q4 		$2.06M Sell
13,530
-35
-0.3% -$4.91K 0.64% 31
2023
Q3 		$1.72M Buy
13,565
+100
+0.7% +$13.4K 0.58% 34
2023
Q2 		$1.76M Buy
13,465
+824
+7% +$94.1K 0.58% 36
2023
Q1 		$1.31M Sell
12,641
-1,456
-10% -$141K 0.44% 41
2022
Q4 		$1.18M Sell
14,097
-221
-2% -$21.8K 0.44% 42
2022
Q3 		$1.62M Buy
14,318
+3,242
+29% +$410K 0.64% 39
2022
Q2 		$1.18M Buy
11,076
+3,116
+39% +$390K 0.46% 47
2022
Q1 		$1.3M Sell
7,960
-200
-2% -$30.9K 0.38% 45
2021
Q4 		$1.36M Buy
8,160
+180
+2% +$30.8K 0.37% 48
2021
Q3 		$1.31M Sell
7,980
-20
-0.3% -$3.45K 0.34% 46
2021
Q2 		$1.38M Buy
8,000
+460
+6% +$76.5K 0.35% 45
2021
Q1 		$1.17M Buy
7,540
+1,580
+27% +$250K 0.31% 48
2020
Q4 		$971K Buy
+5,960
New +$951K 0.26% 52

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

Source Financial Advisors's AMZN Position: Q3 2024 in Review

Source Financial Advisors increased its Amazon (AMZN) stake by 0.35% in Q3 2024, buying an estimated $7.85K and bringing the position to 12,391 shares worth $2.31M. The position accounts for 0.68% of the portfolio, ranked #26.

Source Financial Advisors first reported a position in AMZN in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.39M in Q2 2024. 4,915 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

  • Source Financial Advisors held 12,391 shares of Amazon worth $2.31M as of Q3 2024.
  • Source Financial Advisors bought 43 Amazon shares in Q3 2024, an estimated $7.85K.
  • Amazon made up 0.68% of Source Financial Advisors's portfolio in Q3 2024, its #26 holding.
  • Source Financial Advisors first reported a position in Amazon in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's Amazon position peaked at $2.39M in Q2 2024.
  • 4,915 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.