BFG
AMZN icon

Barber Financial Group’s Amazon AMZN Stock Holding History

Barber Financial Group’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 		$558K Sell
5,407
-108
-2% -$10.4K 0.1% 71
2022
Q4 		$463K Sell
5,515
-755
-12% -$74.6K 0.13% 75
2022
Q3 		$709K Sell
6,270
-293
-4% -$37K 0.21% 54
2022
Q2 		$697K Buy
6,563
+503
+8% +$62.9K 0.11% 54
2022
Q1 		$986K Sell
6,060
-420
-6% -$64.9K 0.13% 50
2021
Q4 		$1.08M Sell
6,480
-380
-6% -$65K 0.13% 57
2021
Q3 		$1.13M Sell
6,860
-220
-3% -$37.9K 0.15% 56
2021
Q2 		$1.22M Buy
7,080
+1,340
+23% +$223K 0.17% 52
2021
Q1 		$886K Buy
5,740
+20
+0.3% +$3.17K 0.13% 64
2020
Q4 		$930K Hold
5,720
– – 0.17% 61
2020
Q3 		$899K Sell
5,720
-1,220
-18% -$192K 0.2% 53
2020
Q2 		$956K Buy
6,940
+500
+8% +$60.4K 0.23% 52
2020
Q1 		$627K Buy
6,440
+960
+18% +$92.9K 0.2% 56
2019
Q4 		$506K Sell
5,480
-580
-10% -$51.3K 0.1% 85
2019
Q3 		$526K Sell
6,060
-440
-7% -$40.8K 0.11% 81
2019
Q2 		$615K Buy
6,500
+1,080
+20% +$101K 0.14% 74
2019
Q1 		$483K Buy
5,420
+80
+1% +$6.66K 0.1% 78
2018
Q4 		$401K Sell
5,340
-2,740
-34% -$228K 0.09% 86
2018
Q3 		$809K Buy
8,080
+360
+5% +$33.9K 0.19% 61
2018
Q2 		$656K Hold
7,720
– – 0.19% 66
2018
Q1 		$559K Sell
7,720
-1,560
-17% -$112K 0.15% 76
2017
Q4 		$543K Buy
9,280
+2,900
+45% +$160K 0.14% 71
2017
Q3 		$307K Buy
6,380
+1,980
+45% +$97.3K 0.09% 77
2017
Q2 		$213K Buy
+4,400
New +$210K 0.07% 78

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

Barber Financial Group's AMZN Position: Q1 2023 in Review

Barber Financial Group reduced its Amazon (AMZN) stake by 2% in Q1 2023, selling an estimated $10.4K and leaving 5,407 shares worth $558K. The position accounts for 0.1% of the portfolio, ranked #71.

Barber Financial Group first reported a position in AMZN in Q2 2017 and has held it in 24 quarters since. The position peaked at $1.22M in Q2 2021. 4,156 funds tracked by Wall St. Rank hold AMZN as of Q1 2023.

  • Barber Financial Group held 5,407 shares of Amazon worth $558K as of Q1 2023.
  • Barber Financial Group sold 108 Amazon shares in Q1 2023, an estimated $10.4K.
  • Amazon made up 0.1% of Barber Financial Group's portfolio in Q1 2023, its #71 holding.
  • Barber Financial Group first reported a position in Amazon in Q2 2017 and has held it in 24 quarters since.
  • Barber Financial Group's Amazon position peaked at $1.22M in Q2 2021.
  • 4,156 funds tracked by Wall St. Rank held Amazon as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.