Vahanian & Associates Financial Planning’s Amazon AMZN Stock Holding History

Vahanian & Associates Financial Planning’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 Q4	$1.35M	Sell	8,860 -2,430	-22%	-$341K	5.32%	2
2023 Q3	$1.44M	Buy	11,290 +1,640	+17%	+$220K	4.61%	3
2023 Q2	$1.26M	Buy	9,650 +222	+2%	+$25.4K	3.98%	4
2023 Q1	$974K	Sell	9,428 -1,702	-15%	-$164K	2.7%	8
2022 Q4	$935K	Hold	11,130	–	–	3.06%	8
2022 Q3	$1.26M	Buy	11,130 +2,830	+34%	+$358K	4.33%	3
2022 Q2	$882K	Sell	8,300 -2,520	-23%	-$315K	3.79%	7
2022 Q1	$1.76M	Sell	10,820 -13,860	-56%	-$2.14M	4.08%	5
2021 Q4	$4.12M	Buy	+24,680	New	+$4.22M	3.32%	5

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Vahanian & Associates Financial Planning's AMZN Position: Q4 2023 in Review

Vahanian & Associates Financial Planning reduced its Amazon (AMZN) stake by 22% in Q4 2023, selling an estimated $341K and leaving 8,860 shares worth $1.35M. The position accounts for 5.32% of the portfolio, ranked #2.

Vahanian & Associates Financial Planning first reported a position in AMZN in Q4 2021 and has held it in 9 quarters since. The position peaked at $4.12M in Q4 2021. 4,724 funds tracked by Wall St. Rank hold AMZN as of Q4 2023.

Vahanian & Associates Financial Planning held 8,860 shares of Amazon worth $1.35M as of Q4 2023.
Vahanian & Associates Financial Planning sold 2,430 Amazon shares in Q4 2023, an estimated $341K.
Amazon made up 5.32% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #2 holding.
Vahanian & Associates Financial Planning first reported a position in Amazon in Q4 2021 and has held it in 9 quarters since.
Vahanian & Associates Financial Planning's Amazon position peaked at $4.12M in Q4 2021.
4,724 funds tracked by Wall St. Rank held Amazon as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.