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Bruderman Asset Management’s Amazon AMZN Stock Holding History

Bruderman Asset 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
2022
Q2 		$1.3M Buy
12,270
+450
+4% +$56.3K 2.34% 13
2022
Q1 		$1.94M Sell
11,820
-6,580
-36% -$1.02M 2.92% 9
2021
Q4 		$3.08M Sell
18,400
-37,460
-67% -$6.41M 2.35% 12
2021
Q3 		$9.18M Buy
55,860
+1,720
+3% +$297K 2.31% 14
2021
Q2 		$9.31M Buy
54,140
+1,460
+3% +$243K 2.89% 14
2021
Q1 		$8.15M Buy
52,680
+2,960
+6% +$469K 2.26% 14
2020
Q4 		$8.1M Buy
49,720
+3,140
+7% +$501K 2.35% 13
2020
Q3 		$7.33M Sell
46,580
-560
-1% -$88.3K 2.41% 12
2020
Q2 		$6.79M Buy
47,140
+2,160
+5% +$261K 2.25% 11
2020
Q1 		$4.29M Buy
44,980
+5,880
+15% +$569K 1.7% 19
2019
Q4 		$3.71M Sell
39,100
-5,640
-13% -$499K 1.16% 37
2019
Q3 		$4M Sell
44,740
-3,140
-7% -$291K 1.01% 38
2019
Q2 		$4.53M Sell
47,880
-86,540
-64% -$8.06M 1.07% 39
2019
Q1 		$12M Buy
134,420
+28,420
+27% +$2.37M 2.62% 7
2018
Q4 		$7.96M Buy
106,000
+101,180
+2,099% +$8.41M 2.05% 13
2018
Q3 		$483K Sell
4,820
-340
-7% -$32K 0.11% 89
2018
Q2 		$439K Sell
5,160
-1,380
-21% -$110K 0.11% 95
2018
Q1 		$473K Sell
6,540
-80
-1% -$5.72K 0.11% 93
2017
Q4 		$387K Sell
6,620
-2,080
-24% -$114K 0.1% 96
2017
Q3 		$418K Buy
8,700
+60
+0.7% +$2.95K 0.11% 92
2017
Q2 		$418K Buy
8,640
+2,560
+42% +$122K 0.11% 92
2017
Q1 		$270K Hold
6,080
– – 0.08% 97
2016
Q4 		$228K Hold
6,080
– – 0.07% 104
2016
Q3 		$255K Buy
6,080
+140
+2% +$5.36K 0.08% 105
2016
Q2 		$213K Buy
5,940
+320
+6% +$10.8K 0.07% 120
2016
Q1 		$167K Buy
5,620
+2,200
+64% +$62.4K 0.06% 128
2015
Q4 		$116K Sell
3,420
-800
-19% -$25.2K 0.04% 147
2015
Q3 		$108K Hold
4,220
– – 0.04% 143
2015
Q2 		$92K Hold
4,220
– – 0.04% 160
2015
Q1 		$79K Buy
+4,220
New +$74.2K 0.03% 175

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bruderman Asset Management's AMZN Position: Q2 2022 in Review

Bruderman Asset Management increased its Amazon (AMZN) stake by 3.8% in Q2 2022, buying an estimated $56.3K and bringing the position to 12,270 shares worth $1.3M. The position accounts for 2.34% of the portfolio, ranked #13.

Bruderman Asset Management first reported a position in AMZN in Q1 2015 and has held it in 30 quarters since. The position peaked at $12M in Q1 2019. 4,038 funds tracked by Wall St. Rank hold AMZN as of Q2 2022.

  • Bruderman Asset Management held 12,270 shares of Amazon worth $1.3M as of Q2 2022.
  • Bruderman Asset Management bought 450 Amazon shares in Q2 2022, an estimated $56.3K.
  • Amazon made up 2.34% of Bruderman Asset Management's portfolio in Q2 2022, its #13 holding.
  • Bruderman Asset Management first reported a position in Amazon in Q1 2015 and has held it in 30 quarters since.
  • Bruderman Asset Management's Amazon position peaked at $12M in Q1 2019.
  • 4,038 funds tracked by Wall St. Rank held Amazon as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.