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Wealthgate Family Office’s Amazon AMZN Stock Holding History

Wealthgate Family Office’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 		– Sell
-1,355
Closed -$262K – 16
2024
Q2 		$262K Buy
+1,355
New +$249K 0.64% 20
2022
Q1 		– Sell
-1,660
Closed -$277K – 21
2021
Q4 		$277K Buy
1,660
+300
+22% +$51.3K 0.43% 25
2021
Q3 		$223K Buy
+1,360
New +$235K 0.34% 28

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

Wealthgate Family Office's AMZN Position: Q3 2024 in Review

Wealthgate Family Office sold out of Amazon (AMZN) in Q3 2024, closing a stake of 1,355 shares — an estimated $262K sold.

Wealthgate Family Office first reported a position in AMZN in Q3 2021 and held it in 3 quarters. The position peaked at $277K in Q4 2021. 4,916 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

  • Wealthgate Family Office reported no remaining Amazon position as of Q3 2024 after selling out during the quarter.
  • Wealthgate Family Office sold 1,355 Amazon shares in Q3 2024, an estimated $262K.
  • Wealthgate Family Office first reported a position in Amazon in Q3 2021 and held it in 3 quarters.
  • Wealthgate Family Office's Amazon position peaked at $277K in Q4 2021.
  • 4,916 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Wealthgate Family Office's 13F filing for Q3 2024, filed 8 Nov 2024.