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AMZN icon

Blooom Inc’s Amazon AMZN Stock Holding History

Blooom Inc’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
2022
Q3 		$1.27M Sell
11,102
-820
-7% -$104K 2.41% 7
2022
Q2 		$1.27M Buy
11,922
+442
+4% +$55.3K 2.18% 7
2022
Q1 		$1.94M Buy
11,480
+40
+0.3% +$6.18K 1.55% 7
2021
Q4 		$1.91M Sell
11,440
-380
-3% -$65K 1.44% 6
2021
Q3 		$1.94M Sell
11,820
-340
-3% -$58.6K 1.61% 6
2021
Q2 		$2.09M Sell
12,160
-40
-0.3% -$6.65K 1.56% 6
2021
Q1 		$1.94M Buy
12,200
+1,040
+9% +$165K 1.52% 6
2020
Q4 		$1.83M Buy
+11,160
New +$1.78M 1.47% 6

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blooom Inc's AMZN Position: Q3 2022 in Review

Blooom Inc reduced its Amazon (AMZN) stake by 6.9% in Q3 2022, selling an estimated $104K and leaving 11,102 shares worth $1.27M. The position accounts for 2.41% of the portfolio, ranked #7.

Blooom Inc first reported a position in AMZN in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.09M in Q2 2021. 4,078 funds tracked by Wall St. Rank hold AMZN as of Q3 2022.

  • Blooom Inc held 11,102 shares of Amazon worth $1.27M as of Q3 2022.
  • Blooom Inc sold 820 Amazon shares in Q3 2022, an estimated $104K.
  • Amazon made up 2.41% of Blooom Inc's portfolio in Q3 2022, its #7 holding.
  • Blooom Inc first reported a position in Amazon in Q4 2020 and has held it in 8 quarters since.
  • Blooom Inc's Amazon position peaked at $2.09M in Q2 2021.
  • 4,078 funds tracked by Wall St. Rank held Amazon as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.