Atlas Private Wealth Management’s Amazon AMZN Stock Holding History

Atlas Private 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
2024 Q1	$1.06M	Buy	5,897 +163	+3%	+$27.2K	0.45%	71
2023 Q4	$871K	Sell	5,734 -75	-1%	-$10.5K	0.41%	73
2023 Q3	$738K	Buy	5,809 +949	+20%	+$127K	0.4%	74
2023 Q2	$634K	Sell	4,860 -260	-5%	-$29.7K	0.33%	85
2023 Q1	$529K	Sell	5,120 -40	-0.8%	-$3.87K	0.32%	86
2022 Q4	$433K	Buy	5,160 +20	+0.4%	+$1.98K	0.2%	88
2022 Q3	$581K	Sell	5,140 -80	-2%	-$10.1K	0.42%	73
2022 Q2	$554K	Hold	5,220	–	–	0.38%	79
2022 Q1	$851K	Buy	5,220 +200	+4%	+$30.9K	0.49%	68
2021 Q4	$837K	Sell	5,020 -20	-0.4%	-$3.42K	0.47%	66
2021 Q3	$828K	Hold	5,040	–	–	0.51%	63
2021 Q2	$867K	Buy	5,040 +40	+0.8%	+$6.65K	0.54%	57
2021 Q1	$774K	Sell	5,000 -2,320	-32%	-$368K	0.49%	57
2020 Q4	$1.19M	Sell	7,320 -160	-2%	-$25.5K	0.85%	37
2020 Q3	$1.18M	Buy	7,480 +1,480	+25%	+$233K	0.92%	33
2020 Q2	$828K	Sell	6,000 -1,200	-17%	-$145K	0.67%	44
2020 Q1	$702K	Buy	7,200 +1,720	+31%	+$166K	0.65%	45
2019 Q4	$506K	Buy	+5,480	New	+$485K	0.39%	79

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Atlas Private Wealth Management's AMZN Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Amazon (AMZN) stake by 2.8% in Q1 2024, buying an estimated $27.2K and bringing the position to 5,897 shares worth $1.06M. The position accounts for 0.45% of the portfolio, ranked #71.

Atlas Private Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.19M in Q4 2020. 4,851 funds tracked by Wall St. Rank hold AMZN as of Q1 2024.

Atlas Private Wealth Management held 5,897 shares of Amazon worth $1.06M as of Q1 2024.
Atlas Private Wealth Management bought 163 Amazon shares in Q1 2024, an estimated $27.2K.
Amazon made up 0.45% of Atlas Private Wealth Management's portfolio in Q1 2024, its #71 holding.
Atlas Private Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 18 quarters since.
Atlas Private Wealth Management's Amazon position peaked at $1.19M in Q4 2020.
4,851 funds tracked by Wall St. Rank held Amazon as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.