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BMS Financial Advisors’s Amazon AMZN Stock Holding History

BMS Financial 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 		$860K Sell
6,598
-687
-9% -$78.5K 0.56% 33
2023
Q1 		$752K Buy
7,285
+1,401
+24% +$135K 0.52% 35
2022
Q4 		$494K Sell
5,884
-223
-4% -$22K 0.33% 59
2022
Q3 		$690K Buy
6,107
+3,114
+104% +$394K 0.48% 35
2022
Q2 		$318K Buy
2,993
+313
+12% +$39.2K 0.21% 79
2022
Q1 		$437K Buy
2,680
+320
+14% +$49.4K 0.28% 75
2021
Q4 		$393K Buy
+2,360
New +$404K 0.25% 76

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

BMS Financial Advisors's AMZN Position: Q2 2023 in Review

BMS Financial Advisors reduced its Amazon (AMZN) stake by 9.4% in Q2 2023, selling an estimated $78.5K and leaving 6,598 shares worth $860K. The position accounts for 0.56% of the portfolio, ranked #33.

BMS Financial Advisors first reported a position in AMZN in Q4 2021 and has held it in 7 quarters since. 4,323 funds tracked by Wall St. Rank hold AMZN as of Q2 2023.

  • BMS Financial Advisors held 6,598 shares of Amazon worth $860K as of Q2 2023.
  • BMS Financial Advisors sold 687 Amazon shares in Q2 2023, an estimated $78.5K.
  • Amazon made up 0.56% of BMS Financial Advisors's portfolio in Q2 2023, its #33 holding.
  • BMS Financial Advisors first reported a position in Amazon in Q4 2021 and has held it in 7 quarters since.
  • 4,323 funds tracked by Wall St. Rank held Amazon as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.