AWM
AMZN icon

Altavista Wealth Management’s Amazon AMZN Stock Holding History

Altavista Wealth Management’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
2021
Q4 		$8.24M Buy
49,400
+1,040
+2% +$178K 1.66% 16
2021
Q3 		$7.94M Buy
48,360
+160
+0.3% +$27.6K 1.77% 15
2021
Q2 		$8.29M Buy
48,200
+1,920
+4% +$319K 1.81% 14
2021
Q1 		$7.16M Sell
46,280
-540
-1% -$85.6K 1.75% 15
2020
Q4 		$7.62M Sell
46,820
-400
-0.8% -$63.8K 1.93% 12
2020
Q3 		$7.43M Sell
47,220
-4,280
-8% -$675K 2.04% 11
2020
Q2 		$7.1M Sell
51,500
-3,500
-6% -$423K 2.06% 11
2020
Q1 		$5.36M Buy
55,000
+1,220
+2% +$118K 1.83% 14
2019
Q4 		$4.97M Buy
53,780
+500
+0.9% +$44.3K 1.48% 22
2019
Q3 		$4.62M Sell
53,280
-160
-0.3% -$14.8K 1.44% 25
2019
Q2 		$5.06M Sell
53,440
-480
-0.9% -$44.7K 1.62% 20
2019
Q1 		$4.8M Buy
53,920
+6,100
+13% +$508K 1.7% 20
2018
Q4 		$3.59M Buy
47,820
+3,480
+8% +$289K 1.47% 24
2018
Q3 		$4.44M Sell
44,340
-2,480
-5% -$233K 1.65% 21
2018
Q2 		$3.98M Buy
46,820
+940
+2% +$74.6K 1.59% 21
2018
Q1 		$3.32M Sell
45,880
-440
-0.9% -$31.5K 1.41% 24
2017
Q4 		$2.71M Buy
46,320
+780
+2% +$42.9K 1.14% 29
2017
Q3 		$2.19M Buy
45,540
+6,040
+15% +$297K 1.04% 32
2017
Q2 		$1.91M Buy
39,500
+1,460
+4% +$69.7K 0.95% 35
2017
Q1 		$1.69M Buy
38,040
+8,840
+30% +$368K 0.84% 37
2016
Q4 		$1.09M Buy
29,200
+1,040
+4% +$40.8K 0.59% 45
2016
Q3 		$1.18M Buy
+28,160
New +$1.08M 0.64% 42

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altavista Wealth Management's AMZN Position: Q4 2021 in Review

Altavista Wealth Management increased its Amazon (AMZN) stake by 2.2% in Q4 2021, buying an estimated $178K and bringing the position to 49,400 shares worth $8.24M. The position accounts for 1.66% of the portfolio, ranked #16.

Altavista Wealth Management first reported a position in AMZN in Q3 2016 and has held it in 22 quarters since. The position peaked at $8.29M in Q2 2021. 4,197 funds tracked by Wall St. Rank hold AMZN as of Q4 2021.

  • Altavista Wealth Management held 49,400 shares of Amazon worth $8.24M as of Q4 2021.
  • Altavista Wealth Management bought 1,040 Amazon shares in Q4 2021, an estimated $178K.
  • Amazon made up 1.66% of Altavista Wealth Management's portfolio in Q4 2021, its #16 holding.
  • Altavista Wealth Management first reported a position in Amazon in Q3 2016 and has held it in 22 quarters since.
  • Altavista Wealth Management's Amazon position peaked at $8.29M in Q2 2021.
  • 4,197 funds tracked by Wall St. Rank held Amazon as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.