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 $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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