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WR Wealth Planners’s Amazon AMZN Stock Holding History

WR Wealth Planners’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 		$7.51M Sell
34,212
-218
-0.6% -$44.6K 2.41% 9
2024
Q3 		$6.42M Buy
34,430
+64
+0.2% +$11.7K 1.78% 12
2024
Q2 		$6.64M Buy
34,366
+154
+0.5% +$28.3K 2.03% 12
2024
Q1 		$6.17M Buy
34,212
+672
+2% +$112K 1.92% 13
2023
Q4 		$5.1M Buy
33,540
+1,199
+4% +$168K 1.9% 12
2023
Q3 		$4.11M Buy
32,341
+3,898
+14% +$522K 1.57% 12
2023
Q2 		$3.71M Buy
28,443
+11,885
+72% +$1.36M 1.44% 14
2023
Q1 		$1.71M Buy
16,558
+16,062
+3,238% +$1.55M 0.74% 29
2022
Q4 		$41.7K Sell
496
-20
-4% -$1.98K 0.03% 177
2022
Q3 		$58.3K Buy
516
+31
+6% +$3.92K 0.04% 157
2022
Q2 		$51.5K Buy
485
+225
+87% +$28.2K 0.03% 165
2022
Q1 		$42.4K Buy
+260
New +$40.2K 0.03% 181

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

WR Wealth Planners's AMZN Position: Q4 2024 in Review

WR Wealth Planners reduced its Amazon (AMZN) stake by 0.63% in Q4 2024, selling an estimated $44.6K and leaving 34,212 shares worth $7.51M. The position accounts for 2.41% of the portfolio, ranked #9.

WR Wealth Planners first reported a position in AMZN in Q1 2022 and has held it in 12 quarters since. 5,542 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

  • WR Wealth Planners held 34,212 shares of Amazon worth $7.51M as of Q4 2024.
  • WR Wealth Planners sold 218 Amazon shares in Q4 2024, an estimated $44.6K.
  • Amazon made up 2.41% of WR Wealth Planners's portfolio in Q4 2024, its #9 holding.
  • WR Wealth Planners first reported a position in Amazon in Q1 2022 and has held it in 12 quarters since.
  • 5,542 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.