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AJ Wealth Strategies’s Amazon AMZN Stock Holding History

AJ 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
2023
Q2 		$12.8M Buy
97,939
+376
+0.4% +$42.9K 0.62% 35
2023
Q1 		$10.1M Sell
97,563
-1,054
-1% -$102K 0.53% 33
2022
Q4 		$8.28M Buy
98,617
+1,480
+2% +$146K 0.44% 38
2022
Q3 		$11M Sell
97,137
-7,240
-7% -$915K 0.64% 28
2022
Q2 		$11.1M Buy
104,377
+20,237
+24% +$2.53M 0.58% 28
2022
Q1 		$13.7M Buy
84,140
+4,560
+6% +$705K 0.68% 24
2021
Q4 		$13.3M Buy
79,580
+2,520
+3% +$431K 0.63% 24
2021
Q3 		$12.7M Buy
77,060
+5,900
+8% +$1.02M 0.68% 20
2021
Q2 		$12.2M Sell
71,160
-2,520
-3% -$419K 0.73% 16
2021
Q1 		$11.4M Buy
73,680
+360
+0.5% +$57.1K 0.81% 17
2020
Q4 		$11.9M Buy
73,320
+3,860
+6% +$616K 1.04% 14
2020
Q3 		$10.9M Buy
69,460
+9,680
+16% +$1.53M 1.11% 15
2020
Q2 		$8.25M Buy
59,780
+14,340
+32% +$1.73M 0.91% 15
2020
Q1 		$4.43M Buy
45,440
+22,160
+95% +$2.14M 0.6% 24
2019
Q4 		$2.14M Sell
23,280
-40
-0.2% -$3.54K 0.25% 38
2019
Q3 		$2M Buy
23,320
+6,600
+39% +$612K 0.26% 37
2019
Q2 		$1.5M Sell
16,720
-8,160
-33% -$760K 0.22% 43
2019
Q1 		$2.21M Sell
24,880
-2,620
-10% -$218K 0.37% 28
2018
Q4 		$2.06M Buy
27,500
+6,980
+34% +$580K 0.4% 30
2018
Q3 		$2.06M Sell
20,520
-40
-0.2% -$3.76K 0.38% 30
2018
Q2 		$1.75M Buy
20,560
+3,220
+19% +$256K 0.36% 30
2018
Q1 		$1.25M Buy
17,340
+2,480
+17% +$177K 0.3% 38
2017
Q4 		$869K Buy
14,860
+4,780
+47% +$263K 0.22% 49
2017
Q3 		$485K Buy
+10,080
New +$495K 0.16% 55
2017
Q2 		– Sell
-9,300
Closed -$412K – 77
2017
Q1 		$412K Hold
9,300
– – 0.18% 53
2016
Q4 		$349K Buy
+9,300
New +$364K 0.18% 53

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

AJ Wealth Strategies's AMZN Position: Q2 2023 in Review

AJ Wealth Strategies increased its Amazon (AMZN) stake by 0.39% in Q2 2023, buying an estimated $42.9K and bringing the position to 97,939 shares worth $12.8M. The position accounts for 0.62% of the portfolio, ranked #35.

AJ Wealth Strategies first reported a position in AMZN in Q4 2016 and has held it in 26 quarters since. The position peaked at $13.7M in Q1 2022. 4,323 funds tracked by Wall St. Rank hold AMZN as of Q2 2023.

  • AJ Wealth Strategies held 97,939 shares of Amazon worth $12.8M as of Q2 2023.
  • AJ Wealth Strategies bought 376 Amazon shares in Q2 2023, an estimated $42.9K.
  • Amazon made up 0.62% of AJ Wealth Strategies's portfolio in Q2 2023, its #35 holding.
  • AJ Wealth Strategies first reported a position in Amazon in Q4 2016 and has held it in 26 quarters since.
  • AJ Wealth Strategies's Amazon position peaked at $13.7M in Q1 2022.
  • 4,323 funds tracked by Wall St. Rank held Amazon as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.