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Wellington Wealth Strategies’s Amazon AMZN Stock Holding History

Wellington Wealth Strategies’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 		$3.84M Sell
16,684
-10,847
-39% -$2.22M 3.5% 8
2024
Q3 		$5.13M Buy
+27,531
New +$5.02M 3.89% 7
2024
Q2 		– Sell
-23,187
Closed -$4.18M – 59
2024
Q1 		$4.18M Buy
+23,187
New +$3.87M 1.95% 11

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

Wellington Wealth Strategies's AMZN Position: Q4 2024 in Review

Wellington Wealth Strategies reduced its Amazon (AMZN) stake by 39% in Q4 2024, selling an estimated $2.22M and leaving 16,684 shares worth $3.84M. The position accounts for 3.5% of the portfolio, ranked #8.

Wellington Wealth Strategies first reported a position in AMZN in Q1 2024 and has held it in 3 quarters since. The position peaked at $5.13M in Q3 2024. 5,541 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

  • Wellington Wealth Strategies held 16,684 shares of Amazon worth $3.84M as of Q4 2024.
  • Wellington Wealth Strategies sold 10,847 Amazon shares in Q4 2024, an estimated $2.22M.
  • Amazon made up 3.5% of Wellington Wealth Strategies's portfolio in Q4 2024, its #8 holding.
  • Wellington Wealth Strategies first reported a position in Amazon in Q1 2024 and has held it in 3 quarters since.
  • Wellington Wealth Strategies's Amazon position peaked at $5.13M in Q3 2024.
  • 5,541 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

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