AIP
AMZN icon

Ahrens Investment Partners’s Amazon AMZN Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$2.63M Sell
25,436
-4,133
-14% -$399K 1.3% 16
2022
Q4 		$2.48M Sell
29,569
-10,000
-25% -$988K 1.13% 25
2022
Q3 		$4.47M Sell
39,569
-3,329
-8% -$421K 2.36% 14
2022
Q2 		$4.56M Buy
42,898
+858
+2% +$107K 2.01% 11
2022
Q1 		$6.85M Sell
42,040
-1,620
-4% -$250K 2.16% 10
2021
Q4 		$7.28M Sell
43,660
-360
-0.8% -$61.6K 3.22% 4
2021
Q3 		$7.23M Buy
44,020
+280
+0.6% +$48.3K 3.45% 3
2021
Q2 		$7.53M Buy
43,740
+400
+0.9% +$66.5K 3.47% 3
2021
Q1 		$6.71M Sell
43,340
-7,040
-14% -$1.12M 3.39% 3
2020
Q4 		$8.21M Buy
50,380
+160
+0.3% +$25.5K 4.4% 1
2020
Q3 		$7.91M Sell
50,220
-4,700
-9% -$741K 5.26% 1
2020
Q2 		$7.58M Buy
54,920
+9,300
+20% +$1.12M 4.61% 3
2020
Q1 		$4.45M Buy
45,620
+18,420
+68% +$1.78M 3.19% 6
2019
Q4 		$2.51M Buy
27,200
+3,120
+13% +$276K 1.05% 26
2019
Q3 		$2.09M Sell
24,080
-2,380
-9% -$221K 0.92% 32
2019
Q2 		$2.51M Buy
26,460
+1,140
+5% +$106K 1.14% 27
2019
Q1 		$2.25M Sell
25,320
-9,960
-28% -$829K 1.03% 28
2018
Q4 		$2.65M Buy
35,280
+2,500
+8% +$208K 1.24% 20
2018
Q3 		$3.28M Buy
32,780
+2,360
+8% +$222K 1.23% 22
2018
Q2 		$2.59M Sell
30,420
-1,140
-4% -$90.5K 1.08% 24
2018
Q1 		$2.28M Buy
31,560
+13,760
+77% +$984K 0.98% 26
2017
Q4 		$1.04M Sell
17,800
-200
-1% -$11K 0.42% 52
2017
Q3 		$865K Buy
18,000
+2,280
+15% +$112K 0.37% 55
2017
Q2 		$761K Buy
15,720
+5,920
+60% +$282K 0.33% 58
2017
Q1 		$434K Buy
9,800
+1,500
+18% +$62.5K 0.21% 78
2016
Q4 		$311K Buy
+8,300
New +$325K 0.16% 87

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ahrens Investment Partners's AMZN Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Amazon (AMZN) stake by 14% in Q1 2023, selling an estimated $399K and leaving 25,436 shares worth $2.63M. The position accounts for 1.3% of the portfolio, ranked #16.

Ahrens Investment Partners first reported a position in AMZN in Q4 2016 and has held it in 26 quarters since. The position peaked at $8.21M in Q4 2020. 4,156 funds tracked by Wall St. Rank hold AMZN as of Q1 2023.

  • Ahrens Investment Partners held 25,436 shares of Amazon worth $2.63M as of Q1 2023.
  • Ahrens Investment Partners sold 4,133 Amazon shares in Q1 2023, an estimated $399K.
  • Amazon made up 1.3% of Ahrens Investment Partners's portfolio in Q1 2023, its #16 holding.
  • Ahrens Investment Partners first reported a position in Amazon in Q4 2016 and has held it in 26 quarters since.
  • Ahrens Investment Partners's Amazon position peaked at $8.21M in Q4 2020.
  • 4,156 funds tracked by Wall St. Rank held Amazon as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.