Baldrige Asset Management’s Amazon AMZN Stock Holding History

Baldrige Asset 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
2023 Q1	$267K	Buy	2,583 +1,238	+92%	+$120K	0.11%	98
2022 Q4	$113K	Hold	1,345	–	–	0.05%	135
2022 Q3	$152K	Hold	1,345	–	–	0.07%	115
2022 Q2	$143K	Sell	1,345 -755	-36%	-$94.5K	0.07%	119
2022 Q1	$342K	Sell	2,100 -360	-15%	-$55.6K	0.14%	88
2021 Q4	$410K	Sell	2,460 -80	-3%	-$13.7K	0.16%	75
2021 Q3	$417K	Sell	2,540 -120	-5%	-$20.7K	0.17%	72
2021 Q2	$458K	Buy	2,660 +1,240	+87%	+$206K	0.2%	66
2021 Q1	$220K	Sell	1,420 -20	-1%	-$3.17K	0.12%	84
2020 Q4	$234K	Buy	+1,440	New	+$230K	0.14%	80

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Baldrige Asset Management's AMZN Position: Q1 2023 in Review

Baldrige Asset Management increased its Amazon (AMZN) stake by 92% in Q1 2023, buying an estimated $120K and bringing the position to 2,583 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #98.

Baldrige Asset Management first reported a position in AMZN in Q4 2020 and has held it in 10 quarters since. The position peaked at $458K in Q2 2021. 4,156 funds tracked by Wall St. Rank hold AMZN as of Q1 2023.

Baldrige Asset Management held 2,583 shares of Amazon worth $267K as of Q1 2023.
Baldrige Asset Management bought 1,238 Amazon shares in Q1 2023, an estimated $120K.
Amazon made up 0.11% of Baldrige Asset Management's portfolio in Q1 2023, its #98 holding.
Baldrige Asset Management first reported a position in Amazon in Q4 2020 and has held it in 10 quarters since.
Baldrige Asset Management's Amazon position peaked at $458K in Q2 2021.
4,156 funds tracked by Wall St. Rank held Amazon as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.