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Bel Air Investment Advisors’s Amazon AMZN Stock Holding History

Bel Air Investment 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
2021
Q2 		$54.6M Buy
317,260
+16,100
+5% +$2.68M 1.66% 22
2021
Q1 		$46.6M Buy
+301,160
New +$47.7M 1.47% 25

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bel Air Investment Advisors's AMZN Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Amazon (AMZN) stake by 5.3% in Q2 2021, buying an estimated $2.68M and bringing the position to 317,260 shares worth $54.6M. The position accounts for 1.66% of the portfolio, ranked #22.

Bel Air Investment Advisors first reported a position in AMZN in Q1 2021 and has held it in 2 quarters since. 3,764 funds tracked by Wall St. Rank hold AMZN as of Q2 2021.

  • Bel Air Investment Advisors held 317,260 shares of Amazon worth $54.6M as of Q2 2021.
  • Bel Air Investment Advisors bought 16,100 Amazon shares in Q2 2021, an estimated $2.68M.
  • Amazon made up 1.66% of Bel Air Investment Advisors's portfolio in Q2 2021, its #22 holding.
  • Bel Air Investment Advisors first reported a position in Amazon in Q1 2021 and has held it in 2 quarters since.
  • 3,764 funds tracked by Wall St. Rank held Amazon as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.