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SYSTM Wealth Solutions’s Amazon AMZN Stock Holding History

SYSTM Wealth 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
Q3 		$7.45K Sell
40
-38,341
-100% -$7M 0.23% 35
2024
Q2 		$7.42M Sell
38,381
-8,161
-18% -$1.5M 1.66% 8
2024
Q1 		$8.4M Buy
46,542
+1,662
+4% +$277K 1.06% 13
2023
Q4 		$6.82M Sell
44,880
-2,317
-5% -$325K 0.94% 14
2023
Q3 		$6M Buy
47,197
+4,272
+10% +$572K 0.92% 16
2023
Q2 		$5.6M Buy
42,925
+7,392
+21% +$844K 0.76% 22
2023
Q1 		$3.67M Sell
35,533
-5,998
-14% -$579K 0.56% 41
2022
Q4 		$3.49M Buy
+41,531
New +$4.1M 0.43% 61

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

SYSTM Wealth Solutions's AMZN Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Amazon (AMZN) stake by 100% in Q3 2024, selling an estimated $7M and leaving 40 shares worth $7.45K. The position accounts for 0.23% of the portfolio, ranked #35.

SYSTM Wealth Solutions first reported a position in AMZN in Q4 2022 and has held it in 8 quarters since. The position peaked at $8.4M in Q1 2024. 4,915 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

  • SYSTM Wealth Solutions held 40 shares of Amazon worth $7.45K as of Q3 2024.
  • SYSTM Wealth Solutions sold 38,341 Amazon shares in Q3 2024, an estimated $7M.
  • Amazon made up 0.23% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #35 holding.
  • SYSTM Wealth Solutions first reported a position in Amazon in Q4 2022 and has held it in 8 quarters since.
  • SYSTM Wealth Solutions's Amazon position peaked at $8.4M in Q1 2024.
  • 4,915 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.