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Brainard Capital Management’s Amazon AMZN Stock Holding History

Brainard Capital Management’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
Q1 		$5.77M Sell
55,867
-5,968
-10% -$577K 4.41% 4
2022
Q4 		$5.19M Buy
+61,835
New +$6.11M 4.4% 3

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Brainard Capital Management's AMZN Position: Q1 2023 in Review

Brainard Capital Management reduced its Amazon (AMZN) stake by 9.7% in Q1 2023, selling an estimated $577K and leaving 55,867 shares worth $5.77M. The position accounts for 4.41% of the portfolio, ranked #4.

Brainard Capital Management first reported a position in AMZN in Q4 2022 and has held it in 2 quarters since. 4,159 funds tracked by Wall St. Rank hold AMZN as of Q1 2023.

  • Brainard Capital Management held 55,867 shares of Amazon worth $5.77M as of Q1 2023.
  • Brainard Capital Management sold 5,968 Amazon shares in Q1 2023, an estimated $577K.
  • Amazon made up 4.41% of Brainard Capital Management's portfolio in Q1 2023, its #4 holding.
  • Brainard Capital Management first reported a position in Amazon in Q4 2022 and has held it in 2 quarters since.
  • 4,159 funds tracked by Wall St. Rank held Amazon as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.