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TrinityPoint Wealth’s Amazon AMZN Stock Holding History

TrinityPoint Wealth’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
Q4 		$22.2M Buy
101,293
+649
+0.6% +$133K 3.12% 5
2024
Q3 		$18.8M Buy
100,644
+2,072
+2% +$378K 2.7% 5
2024
Q2 		$19M Sell
98,572
-1,911
-2% -$351K 2.98% 5
2024
Q1 		$18.1M Sell
100,483
-3,951
-4% -$660K 3% 5
2023
Q4 		$15.9M Buy
104,434
+2,855
+3% +$400K 2.87% 5
2023
Q3 		$12.9M Sell
101,579
-2,708
-3% -$363K 2.57% 6
2023
Q2 		$13.6M Buy
104,287
+466
+0.4% +$53.2K 2.65% 6
2023
Q1 		$10.7M Buy
103,821
+5,149
+5% +$497K 2.3% 6
2022
Q4 		$8.29M Sell
98,672
-5,333
-5% -$527K 1.89% 8
2022
Q3 		$11.8M Sell
104,005
-1,168
-1% -$148K 2.69% 5
2022
Q2 		$11.2M Sell
105,173
-27,947
-21% -$3.5M 2.47% 6
2022
Q1 		$21.7M Buy
133,120
+620
+0.5% +$95.8K 3.93% 3
2021
Q4 		$22.1M Sell
132,500
-4,060
-3% -$695K 3.92% 2
2021
Q3 		$22.4M Buy
136,560
+1,720
+1% +$297K 4.29% 2
2021
Q2 		$23.2M Buy
134,840
+6,020
+5% +$1M 4.74% 3
2021
Q1 		$19.9M Buy
128,820
+560
+0.4% +$88.8K 4.64% 3
2020
Q4 		$21.3M Buy
128,260
+2,520
+2% +$402K 5.13% 2
2020
Q3 		$19.8M Sell
125,740
-11,700
-9% -$1.84M 5.5% 2
2020
Q2 		$19M Sell
137,440
-400
-0.3% -$48.3K 6% 2
2020
Q1 		$13.4M Buy
137,840
+8,900
+7% +$861K 5.32% 2
2019
Q4 		$11.9M Buy
128,940
+1,220
+1% +$108K 4.02% 2
2019
Q3 		$11.5M Buy
127,720
+6,280
+5% +$582K 4.01% 2
2019
Q2 		$12.1M Buy
121,440
+12,260
+11% +$1.14M 5.82% 1
2019
Q1 		$9.72M Buy
109,180
+4,440
+4% +$369K 4.78% 3
2018
Q4 		$7.87M Buy
+104,740
New +$8.71M 4.83% 2

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrinityPoint Wealth's AMZN Position: Q4 2024 in Review

TrinityPoint Wealth increased its Amazon (AMZN) stake by 0.64% in Q4 2024, buying an estimated $133K and bringing the position to 101,293 shares worth $22.2M. The position accounts for 3.12% of the portfolio, ranked #5.

TrinityPoint Wealth first reported a position in AMZN in Q4 2018 and has held it in 25 quarters since. The position peaked at $23.2M in Q2 2021. 5,541 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

  • TrinityPoint Wealth held 101,293 shares of Amazon worth $22.2M as of Q4 2024.
  • TrinityPoint Wealth bought 649 Amazon shares in Q4 2024, an estimated $133K.
  • Amazon made up 3.12% of TrinityPoint Wealth's portfolio in Q4 2024, its #5 holding.
  • TrinityPoint Wealth first reported a position in Amazon in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's Amazon position peaked at $23.2M in Q2 2021.
  • 5,541 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.