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VitalStone Financial’s Amazon AMZN Stock Holding History

VitalStone Financial’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 		$1.02M Buy
5,483
+780
+17% +$142K 0.7% 33
2024
Q2 		$909K Buy
4,703
+1,871
+66% +$344K 0.66% 34
2024
Q1 		$511K Buy
2,832
+1,564
+123% +$261K 0.39% 50
2023
Q4 		$193K Buy
1,268
+121
+11% +$17K 0.15% 97
2023
Q3 		$165K Sell
1,147
-68
-6% -$9.11K 0.14% 88
2023
Q2 		$122K Buy
1,215
+1,165
+2,330% +$133K 0.07% 184
2023
Q1 		$167K Sell
50
-1,110
-96% -$107K 0.14% 73
2022
Q4 		$94K Buy
+1,160
New +$115K 0.06% 100

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

VitalStone Financial's AMZN Position: Q3 2024 in Review

VitalStone Financial increased its Amazon (AMZN) stake by 17% in Q3 2024, buying an estimated $142K and bringing the position to 5,483 shares worth $1.02M. The position accounts for 0.7% of the portfolio, ranked #33.

VitalStone Financial first reported a position in AMZN in Q4 2022 and has held it in 8 quarters since. 4,916 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

  • VitalStone Financial held 5,483 shares of Amazon worth $1.02M as of Q3 2024.
  • VitalStone Financial bought 780 Amazon shares in Q3 2024, an estimated $142K.
  • Amazon made up 0.7% of VitalStone Financial's portfolio in Q3 2024, its #33 holding.
  • VitalStone Financial first reported a position in Amazon in Q4 2022 and has held it in 8 quarters since.
  • 4,916 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.