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Beacon Capital Management Inc (Ohio)’s Amazon AMZN Stock Holding History

Beacon Capital Management Inc (Ohio)’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 		– Sell
-125
Closed -$19K – 30
2023
Q4 		$19K Buy
+125
New +$17.5K ﹤0.01% 53
2022
Q3 		– Sell
-220
Closed -$23K – 74
2022
Q2 		$23K Buy
+220
New +$27.5K ﹤0.01% 53

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Beacon Capital Management Inc (Ohio)'s AMZN Position: Q1 2024 in Review

Beacon Capital Management Inc (Ohio) sold out of Amazon (AMZN) in Q1 2024, closing a stake of 125 shares — an estimated $19K sold.

Beacon Capital Management Inc (Ohio) first reported a position in AMZN in Q2 2022 and held it in 2 quarters. The position peaked at $23K in Q2 2022. 4,851 funds tracked by Wall St. Rank hold AMZN as of Q1 2024.

  • Beacon Capital Management Inc (Ohio) reported no remaining Amazon position as of Q1 2024 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 125 Amazon shares in Q1 2024, an estimated $19K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Amazon in Q2 2022 and held it in 2 quarters.
  • Beacon Capital Management Inc (Ohio)'s Amazon position peaked at $23K in Q2 2022.
  • 4,851 funds tracked by Wall St. Rank held Amazon as of Q1 2024.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2024, filed 11 Apr 2024.