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BTR Capital Management’s Amazon AMZN Stock Holding History

BTR 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
2022
Q3 		$820K Buy
7,260
+1,200
+20% +$152K 0.13% 88
2022
Q2 		$644K Sell
6,060
-480
-7% -$60.1K 0.09% 100
2022
Q1 		$1.07M Sell
6,540
-120
-2% -$18.5K 0.13% 87
2021
Q4 		$1.11M Buy
6,660
+900
+16% +$154K 0.13% 87
2021
Q3 		$946K Hold
5,760
– – 0.12% 86
2021
Q2 		$991K Buy
5,760
+2,580
+81% +$429K 0.12% 87
2021
Q1 		$492K Buy
3,180
+680
+27% +$108K 0.07% 113
2020
Q4 		$407K Buy
2,500
+1,020
+69% +$163K 0.06% 120
2020
Q3 		$233K Sell
1,480
-400
-21% -$63.1K 0.04% 140
2020
Q2 		$259K Buy
+1,880
New +$227K 0.05% 132

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BTR Capital Management's AMZN Position: Q3 2022 in Review

BTR Capital Management increased its Amazon (AMZN) stake by 20% in Q3 2022, buying an estimated $152K and bringing the position to 7,260 shares worth $820K. The position accounts for 0.13% of the portfolio, ranked #88.

BTR Capital Management first reported a position in AMZN in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.11M in Q4 2021. 4,075 funds tracked by Wall St. Rank hold AMZN as of Q3 2022.

  • BTR Capital Management held 7,260 shares of Amazon worth $820K as of Q3 2022.
  • BTR Capital Management bought 1,200 Amazon shares in Q3 2022, an estimated $152K.
  • Amazon made up 0.13% of BTR Capital Management's portfolio in Q3 2022, its #88 holding.
  • BTR Capital Management first reported a position in Amazon in Q2 2020 and has held it in 10 quarters since.
  • BTR Capital Management's Amazon position peaked at $1.11M in Q4 2021.
  • 4,075 funds tracked by Wall St. Rank held Amazon as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.