Advisory Research’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,552
| Closed | -$1.6M | – | 167 |
|
|
2023
Q4 | $1.6M | Sell |
10,552
-17,556
| -62% | -$2.46M | 0.25% | 108 |
|
|
2023
Q3 | $3.57M | Sell |
28,108
-1,549
| -5% | -$208K | 0.5% | 47 |
|
|
2023
Q2 | $3.87M | Buy |
29,657
+21,194
| +250% | +$2.42M | 0.5% | 47 |
|
|
2023
Q1 | $874K | Buy |
8,463
+1,196
| +16% | +$116K | 0.14% | 180 |
|
|
2022
Q4 | $610K | Sell |
7,267
-3,426
| -32% | -$338K | 0.06% | 229 |
|
|
2022
Q3 | $1.21M | Buy |
10,693
+41
| +0.4% | +$5.18K | 0.12% | 132 |
|
|
2022
Q2 | $1.13M | Sell |
10,652
-3,068
| -22% | -$384K | 0.11% | 144 |
|
|
2022
Q1 | $2.24M | Sell |
13,720
-5,380
| -28% | -$831K | 0.18% | 90 |
|
|
2021
Q4 | $3.18M | Buy |
19,100
+1,220
| +7% | +$209K | 0.25% | 71 |
|
|
2021
Q3 | $2.94M | Sell |
17,880
-160
| -0.9% | -$27.6K | 0.19% | 105 |
|
|
2021
Q2 | $3.1M | Buy |
18,040
+4,920
| +38% | +$818K | 0.2% | 107 |
|
|
2021
Q1 | $2.03M | Buy |
13,120
+200
| +2% | +$31.7K | 0.14% | 124 |
|
|
2020
Q4 | $2.1M | Buy |
12,920
+2,320
| +22% | +$370K | 0.15% | 116 |
|
|
2020
Q3 | $1.67M | Sell |
10,600
-400
| -4% | -$63.1K | 0.16% | 116 |
|
|
2020
Q2 | $1.52M | Sell |
11,000
-9,720
| -47% | -$1.17M | 0.14% | 130 |
|
|
2020
Q1 | $2.02M | Buy |
20,720
+10,200
| +97% | +$987K | 0.14% | 83 |
|
|
2019
Q4 | $972K | Buy |
10,520
+820
| +8% | +$72.6K | 0.04% | 189 |
|
|
2019
Q3 | $842K | Sell |
9,700
-40
| -0.4% | -$3.71K | 0.04% | 208 |
|
|
2019
Q2 | $922K | Sell |
9,740
-1,740
| -15% | -$162K | 0.02% | 259 |
|
|
2019
Q1 | $1.02M | Buy |
11,480
+1,520
| +15% | +$126K | 0.02% | 239 |
|
|
2018
Q4 | $748K | Buy |
9,960
+160
| +2% | +$13.3K | 0.02% | 263 |
|
|
2018
Q3 | $981K | Sell |
9,800
-1,380
| -12% | -$130K | 0.02% | 260 |
|
|
2018
Q2 | $950K | Buy |
11,180
+360
| +3% | +$28.6K | 0.02% | 267 |
|
|
2018
Q1 | $783K | Sell |
10,820
-4,680
| -30% | -$335K | 0.01% | 277 |
|
|
2017
Q4 | $906K | Buy |
15,500
+940
| +6% | +$51.7K | 0.02% | 282 |
|
|
2017
Q3 | $700K | Sell |
14,560
-740
| -5% | -$36.4K | 0.01% | 335 |
|
|
2017
Q2 | $741K | Sell |
15,300
-480
| -3% | -$22.9K | 0.01% | 336 |
|
|
2017
Q1 | $699K | Sell |
15,780
-1,100
| -7% | -$45.8K | 0.01% | 342 |
|
|
2016
Q4 | $633K | Buy |
+16,880
| New | +$661K | 0.01% | 304 |
|
|
2014
Q2 | – | Sell |
-3,840
| Closed | -$65K | – | 345 |
|
|
2014
Q1 | $65K | Buy |
+3,840
| New | +$71.3K | ﹤0.01% | 712 |
|
Other funds holding AMZN
Advisory Research's AMZN Position: Q1 2024 in Review
Advisory Research sold out of Amazon (AMZN) in Q1 2024, closing a stake of 10,552 shares — an estimated $1.6M sold.
Advisory Research first reported a position in AMZN in Q1 2014 and held it in 30 quarters. The position peaked at $3.87M in Q2 2023. 4,850 funds tracked by Wall St. Rank hold AMZN as of Q1 2024.
- Advisory Research reported no remaining Amazon position as of Q1 2024 after selling out during the quarter.
- Advisory Research sold 10,552 Amazon shares in Q1 2024, an estimated $1.6M.
- Advisory Research first reported a position in Amazon in Q1 2014 and held it in 30 quarters.
- Advisory Research's Amazon position peaked at $3.87M in Q2 2023.
- 4,850 funds tracked by Wall St. Rank held Amazon as of Q1 2024.
Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.