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Steward Partners Investment Solutions’s Amazon AMZN Stock Holding History

Steward Partners Investment Solutions’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 		$14.4M Buy
80,004
+49,216
+160% +$8.22M 2.43% 6
2023
Q4 		$4.68M Buy
+30,788
New +$4.32M 1.95% 8

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

Steward Partners Investment Solutions's AMZN Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Amazon (AMZN) stake by 160% in Q1 2024, buying an estimated $8.22M and bringing the position to 80,004 shares worth $14.4M. The position accounts for 2.43% of the portfolio, ranked #6.

Steward Partners Investment Solutions first reported a position in AMZN in Q4 2023 and has held it in 2 quarters since. 4,851 funds tracked by Wall St. Rank hold AMZN as of Q1 2024.

  • Steward Partners Investment Solutions held 80,004 shares of Amazon worth $14.4M as of Q1 2024.
  • Steward Partners Investment Solutions bought 49,216 Amazon shares in Q1 2024, an estimated $8.22M.
  • Amazon made up 2.43% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #6 holding.
  • Steward Partners Investment Solutions first reported a position in Amazon in Q4 2023 and has held it in 2 quarters since.
  • 4,851 funds tracked by Wall St. Rank held Amazon as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.