Catalytic Wealth RIA, LLC Reduces Amazon Stake in Latest 13F Filing

Catalytic Wealth RIA, LLC Reduces Amazon Stake in Latest 13F Filing

In its latest SEC 13F filing, Catalytic Wealth RIA, LLC disclosed a significant reduction in its stake in Amazon (NASDAQ: AMZN). The firm sold approximately 126,700 shares during the reporting period, bringing its total holdings in the e-commerce giant to a market value of $47.25 million. This move represents no percentage change in the overall portfolio allocation, which remains at 2.22%.

Details of the Trade

Amazon, a leader in the commerce industry, has been a key holding for many institutional investors. Despite Catalytic Wealth RIA, LLC's decision to sell shares, the firm’s remaining position still reflects a noteworthy investment. The reduction in shares does not significantly impact the institution's overall ownership percentage of Amazon, which is reported as 0.0% of the total outstanding shares.

Why Did Catalytic Wealth RIA, LLC Adjust Its Amazon Position?

The decision to trim its Amazon stake could be attributed to portfolio rebalancing strategies or a shift in investment focus. Amazon has faced a dynamic market environment, with its commerce segment undergoing rapid changes due to evolving consumer behaviors and competitive pressures. Institutional investors like Catalytic Wealth RIA, LLC often adjust positions to align with broader market conditions or internal investment objectives.

Portfolio Impact

Despite the sale, Amazon still accounts for 2.22% of Catalytic Wealth RIA, LLC's portfolio, underscoring its continued importance. This adjustment allows the firm to potentially reallocate capital into other opportunities or mitigate exposure to a single sector.

For more insights into Catalytic Wealth RIA, LLC’s investment strategies and a detailed look at their portfolio, view Catalytic Wealth RIA, LLC’s full real-time portfolio and historical 13F data here.