BRWM
AMZN icon

B. Riley Wealth Management’s Amazon AMZN Stock Holding History

B. Riley 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
2022
Q2 		$30.1K Buy
283,141
+19,661
+7% +$2.46M 0.04% 91
2022
Q1 		$42.9M Sell
263,480
-11,280
-4% -$1.74M 3.31% 3
2021
Q4 		$45.8M Buy
274,760
+11,180
+4% +$1.91M 3.17% 3
2021
Q3 		$43.3M Buy
263,580
+24,500
+10% +$4.23M 3.33% 3
2021
Q2 		$41.1M Sell
239,080
-7,920
-3% -$1.32M 4.55% 2
2021
Q1 		$38.2M Buy
247,000
+3,720
+2% +$590K 4.47% 2
2020
Q4 		$39.6M Sell
243,280
-30,520
-11% -$4.87M 5.11% 2
2020
Q3 		$43.1M Buy
273,800
+170,320
+165% +$26.9M 5.09% 2
2020
Q2 		$14.3M Sell
103,480
-166,300
-62% -$20.1M 1.57% 11
2020
Q1 		$26.3M Buy
269,780
+133,960
+99% +$13M 2.76% 4
2019
Q4 		$12.5M Buy
135,820
+12,940
+11% +$1.15M 1.88% 6
2019
Q3 		$10.7M Sell
122,880
-4,520
-4% -$419K 1.86% 7
2019
Q2 		$12.1K Sell
127,400
-1,320
-1% -$123K 1.85% 6
2019
Q1 		$11.5M Buy
128,720
+9,060
+8% +$754K 1.99% 5
2018
Q4 		$8.99M Buy
119,660
+24,900
+26% +$2.07M 1.88% 8
2018
Q3 		$9.49M Buy
+94,760
New +$8.91M 2.33% 6
2016
Q1 		$1.04M Buy
35,240
+18,340
+109% +$521K 1.56% 13
2015
Q4 		$571K Buy
+16,900
New +$533K 0.73% 37
2015
Q3 		– Sell
-10,600
Closed -$230K – 169
2015
Q2 		$230K Sell
10,600
-36,500
-77% -$763K 0.18% 161
2015
Q1 		$876K Buy
47,100
+40,000
+563% +$703K 0.66% 26
2014
Q4 		$110K Hold
7,100
– – 0.09% 249
2014
Q3 		$114K Sell
7,100
-16,500
-70% -$274K 0.08% 275
2014
Q2 		$383K Buy
23,600
+300
+1% +$4.75K 0.25% 108
2014
Q1 		$392K Buy
+23,300
New +$432K 0.29% 88

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Management's AMZN Position: Q2 2022 in Review

B. Riley Wealth Management increased its Amazon (AMZN) stake by 7.5% in Q2 2022, buying an estimated $2.46M and bringing the position to 283,141 shares worth $30.1K. The position accounts for 0.04% of the portfolio, ranked #91.

B. Riley Wealth Management first reported a position in AMZN in Q1 2014 and has held it in 24 quarters since. The position peaked at $45.8M in Q4 2021. 4,038 funds tracked by Wall St. Rank hold AMZN as of Q2 2022.

  • B. Riley Wealth Management held 283,141 shares of Amazon worth $30.1K as of Q2 2022.
  • B. Riley Wealth Management bought 19,661 Amazon shares in Q2 2022, an estimated $2.46M.
  • Amazon made up 0.04% of B. Riley Wealth Management's portfolio in Q2 2022, its #91 holding.
  • B. Riley Wealth Management first reported a position in Amazon in Q1 2014 and has held it in 24 quarters since.
  • B. Riley Wealth Management's Amazon position peaked at $45.8M in Q4 2021.
  • 4,038 funds tracked by Wall St. Rank held Amazon as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.