Values First Advisors’s Amazon AMZN Stock Holding History

Values First 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
2025 Q1	–	Sell	-300	Closed	-$65.8K	–	187
2024 Q4	$65.8K	Hold	300	–	–	0.04%	193
2024 Q3	$55.9K	Buy	+300	New	+$54.7K	0.03%	229
2024 Q2	–	Sell	-1,300	Closed	-$234K	–	170
2024 Q1	$234K	Buy	+1,300	New	+$217K	0.14%	142
2023 Q2	–	Sell	-1,419	Closed	-$147K	–	175
2023 Q1	$147K	Buy	+1,419	New	+$137K	0.09%	153

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

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

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

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

Values First Advisors's AMZN Position: Q1 2025 in Review

Values First Advisors sold out of Amazon (AMZN) in Q1 2025, closing a stake of 300 shares — an estimated $65.8K sold.

Values First Advisors first reported a position in AMZN in Q1 2023 and held it in 4 quarters. The position peaked at $234K in Q1 2024. 5,468 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

Values First Advisors reported no remaining Amazon position as of Q1 2025 after selling out during the quarter.
Values First Advisors sold 300 Amazon shares in Q1 2025, an estimated $65.8K.
Values First Advisors first reported a position in Amazon in Q1 2023 and held it in 4 quarters.
Values First Advisors's Amazon position peaked at $234K in Q1 2024.
5,468 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on Values First Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.