Sweet Financial Partners’s Amazon AMZN Stock Holding History

Sweet Financial Partners’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	$3.08M	Sell	16,513 -424	-3%	-$77.4K	0.67%	30
2024 Q2	$3.27M	Buy	16,937 +36	+0.2%	+$6.61K	0.75%	24
2024 Q1	$3.05M	Buy	16,901 +228	+1%	+$38.1K	0.7%	26
2023 Q4	$2.53M	Buy	16,673 +2,914	+21%	+$408K	0.6%	34
2023 Q3	$1.75M	Buy	13,759 +469	+4%	+$62.8K	0.46%	46
2023 Q2	$1.73M	Buy	13,290 +167	+1%	+$19.1K	0.45%	48
2023 Q1	$1.36M	Buy	13,123 +375	+3%	+$36.2K	0.37%	48
2022 Q4	$1.07M	Buy	12,748 +4,926	+63%	+$487K	0.31%	53
2022 Q3	$884K	Buy	7,822 +277	+4%	+$35K	0.28%	54
2022 Q2	$801K	Buy	7,545 +1,345	+22%	+$168K	0.25%	58
2022 Q1	$1.01M	Buy	6,200 +1,880	+44%	+$290K	0.27%	44
2021 Q4	$720K	Buy	+4,320	New	+$739K	0.3%	49

Other funds holding AMZN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sweet Financial Partners's AMZN Position: Q3 2024 in Review

Sweet Financial Partners reduced its Amazon (AMZN) stake by 2.5% in Q3 2024, selling an estimated $77.4K and leaving 16,513 shares worth $3.08M. The position accounts for 0.67% of the portfolio, ranked #30.

Sweet Financial Partners first reported a position in AMZN in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.27M in Q2 2024. 4,924 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

Sweet Financial Partners held 16,513 shares of Amazon worth $3.08M as of Q3 2024.
Sweet Financial Partners sold 424 Amazon shares in Q3 2024, an estimated $77.4K.
Amazon made up 0.67% of Sweet Financial Partners's portfolio in Q3 2024, its #30 holding.
Sweet Financial Partners first reported a position in Amazon in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Amazon position peaked at $3.27M in Q2 2024.
4,924 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.