Triad Financial Advisors’s Amazon AMZN Stock Holding History

Triad 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
2023 Q3	$552K	Buy	4,339 +846	+24%	+$113K	0.19%	48
2023 Q2	$455K	Buy	3,493 +83	+2%	+$9.48K	0.19%	52
2023 Q1	$352K	Sell	3,410 -2,057	-38%	-$199K	0.15%	59
2022 Q4	$459K	Buy	5,467 +942	+21%	+$93.1K	0.2%	52
2022 Q3	$511K	Sell	4,525 -579	-11%	-$73.2K	0.28%	40
2022 Q2	$542K	Buy	5,104 +164	+3%	+$20.5K	0.3%	40
2022 Q1	$805K	Sell	4,940 -5,600	-53%	-$865K	0.43%	31
2021 Q4	$1.76M	Buy	+10,540	New	+$1.8M	1.04%	13

Other funds holding AMZN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Triad Financial Advisors's AMZN Position: Q3 2023 in Review

Triad Financial Advisors increased its Amazon (AMZN) stake by 24% in Q3 2023, buying an estimated $113K and bringing the position to 4,339 shares worth $552K. The position accounts for 0.19% of the portfolio, ranked #48.

Triad Financial Advisors first reported a position in AMZN in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.76M in Q4 2021. 4,374 funds tracked by Wall St. Rank hold AMZN as of Q3 2023.

Triad Financial Advisors held 4,339 shares of Amazon worth $552K as of Q3 2023.
Triad Financial Advisors bought 846 Amazon shares in Q3 2023, an estimated $113K.
Amazon made up 0.19% of Triad Financial Advisors's portfolio in Q3 2023, its #48 holding.
Triad Financial Advisors first reported a position in Amazon in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Amazon position peaked at $1.76M in Q4 2021.
4,374 funds tracked by Wall St. Rank held Amazon as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.