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BT Wealth Management’s Amazon AMZN Stock Holding History

BT Wealth 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 		$707K Buy
6,660
+800
+14% +$100K 0.2% 31
2022
Q1 		$955K Buy
5,860
+280
+5% +$43.3K 0.25% 25
2021
Q4 		$930K Buy
5,580
+360
+7% +$61.6K 0.25% 25
2021
Q3 		$857K Buy
5,220
+200
+4% +$34.5K 0.27% 23
2021
Q2 		$863K Buy
5,020
+960
+24% +$160K 0.26% 26
2021
Q1 		$628K Sell
4,060
-4,000
-50% -$634K 0.21% 30
2020
Q4 		$1.31M Buy
8,060
+820
+11% +$131K 0.49% 21
2020
Q3 		$1.14M Sell
7,240
-1,740
-19% -$274K 0.5% 21
2020
Q2 		$1.24M Sell
8,980
-260
-3% -$31.4K 0.63% 20
2020
Q1 		$901K Buy
9,240
+2,880
+45% +$279K 0.52% 22
2019
Q4 		$588K Buy
6,360
+880
+16% +$77.9K 0.3% 34
2019
Q3 		$476K Hold
5,480
– – 0.27% 36
2019
Q2 		$491K Sell
5,480
-3,720
-40% -$347K 0.28% 36
2019
Q1 		$819K Buy
9,200
+1,680
+22% +$140K 0.48% 27
2018
Q4 		$610K Buy
+7,520
New +$625K 0.26% 46

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

BT Wealth Management's AMZN Position: Q2 2022 in Review

BT Wealth Management increased its Amazon (AMZN) stake by 14% in Q2 2022, buying an estimated $100K and bringing the position to 6,660 shares worth $707K. The position accounts for 0.2% of the portfolio, ranked #31.

BT Wealth Management first reported a position in AMZN in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.31M in Q4 2020. 4,038 funds tracked by Wall St. Rank hold AMZN as of Q2 2022.

  • BT Wealth Management held 6,660 shares of Amazon worth $707K as of Q2 2022.
  • BT Wealth Management bought 800 Amazon shares in Q2 2022, an estimated $100K.
  • Amazon made up 0.2% of BT Wealth Management's portfolio in Q2 2022, its #31 holding.
  • BT Wealth Management first reported a position in Amazon in Q4 2018 and has held it in 15 quarters since.
  • BT Wealth Management's Amazon position peaked at $1.31M in Q4 2020.
  • 4,038 funds tracked by Wall St. Rank held Amazon as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.