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BDO Wealth Advisors’s Amazon AMZN Stock Holding History

BDO Wealth Advisors’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
Q2 		$6.12M Buy
46,965
+5,151
+12% +$588K 0.7% 29
2023
Q1 		$4.32M Sell
41,814
-2,616
-6% -$253K 0.53% 34
2022
Q4 		$3.73M Sell
44,430
-430
-1% -$42.5K 0.46% 37
2022
Q3 		$5.07M Sell
44,860
-465
-1% -$58.8K 0.67% 27
2022
Q2 		$4.81M Buy
45,325
+6,325
+16% +$791K 0.59% 31
2022
Q1 		$6.36M Buy
39,000
+480
+1% +$74.2K 0.68% 28
2021
Q4 		$6.42M Buy
38,520
+520
+1% +$89K 0.68% 27
2021
Q3 		$6.24M Buy
38,000
+780
+2% +$135K 0.69% 29
2021
Q2 		$6.4M Sell
37,220
-880
-2% -$146K 0.71% 28
2021
Q1 		$5.89M Buy
38,100
+20,560
+117% +$3.26M 0.69% 31
2020
Q4 		$2.86M Buy
17,540
+3,040
+21% +$485K 0.4% 44
2020
Q3 		$2.28M Buy
14,500
+1,420
+11% +$224K 0.37% 53
2020
Q2 		$1.8M Sell
13,080
-3,260
-20% -$394K 0.32% 61
2020
Q1 		$1.59M Buy
16,340
+7,580
+87% +$734K 0.32% 66
2019
Q4 		$809K Sell
8,760
-840
-9% -$74.3K 0.21% 87
2019
Q3 		$833K Sell
9,600
-1,640
-15% -$152K 0.21% 89
2019
Q2 		$1.06M Sell
11,240
-4,560
-29% -$425K 0.29% 71
2019
Q1 		$1.41M Buy
15,800
+1,880
+14% +$156K 0.41% 53
2018
Q4 		$1.04M Buy
13,920
+1,740
+14% +$145K 0.36% 60
2018
Q3 		$1.22M Buy
12,180
+720
+6% +$67.7K 0.39% 54
2018
Q2 		$974K Buy
11,460
+1,880
+20% +$149K 0.33% 60
2018
Q1 		$693K Buy
9,580
+1,700
+22% +$122K 0.26% 74
2017
Q4 		$461K Hold
7,880
– – 0.21% 78
2017
Q3 		$379K Sell
7,880
-3,160
-29% -$155K 0.19% 81
2017
Q2 		$534K Buy
+11,040
New +$527K 0.23% 75

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

BDO Wealth Advisors's AMZN Position: Q2 2023 in Review

BDO Wealth Advisors increased its Amazon (AMZN) stake by 12% in Q2 2023, buying an estimated $588K and bringing the position to 46,965 shares worth $6.12M. The position accounts for 0.7% of the portfolio, ranked #29.

BDO Wealth Advisors first reported a position in AMZN in Q2 2017 and has held it in 25 quarters since. The position peaked at $6.42M in Q4 2021. 4,323 funds tracked by Wall St. Rank hold AMZN as of Q2 2023.

  • BDO Wealth Advisors held 46,965 shares of Amazon worth $6.12M as of Q2 2023.
  • BDO Wealth Advisors bought 5,151 Amazon shares in Q2 2023, an estimated $588K.
  • Amazon made up 0.7% of BDO Wealth Advisors's portfolio in Q2 2023, its #29 holding.
  • BDO Wealth Advisors first reported a position in Amazon in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Amazon position peaked at $6.42M in Q4 2021.
  • 4,323 funds tracked by Wall St. Rank held Amazon as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.