Cascadia Advisory Services’s Amazon AMZN Stock Holding History

Cascadia Advisory Services’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
2021 Q3	$6.31M	Buy	38,420 +1,800	+5%	+$310K	1.28%	15
2021 Q2	$6.3M	Buy	36,620 +2,440	+7%	+$406K	1.36%	11
2021 Q1	$5.29M	Buy	+34,180	New	+$5.42M	1.17%	15
2020 Q3	$4.26M	Buy	27,040 +13,660	+102%	+$2.15M	1.19%	18
2020 Q2	$1.85M	Buy	+13,380	New	+$1.62M	0.56%	64
2019 Q4	$1.26M	Buy	+13,620	New	+$1.21M	0.36%	81

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cascadia Advisory Services's AMZN Position: Q3 2021 in Review

Cascadia Advisory Services increased its Amazon (AMZN) stake by 4.9% in Q3 2021, buying an estimated $310K and bringing the position to 38,420 shares worth $6.31M. The position accounts for 1.28% of the portfolio, ranked #15.

Cascadia Advisory Services first reported a position in AMZN in Q4 2019 and has held it in 6 quarters since. 3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2021.

Cascadia Advisory Services held 38,420 shares of Amazon worth $6.31M as of Q3 2021.
Cascadia Advisory Services bought 1,800 Amazon shares in Q3 2021, an estimated $310K.
Amazon made up 1.28% of Cascadia Advisory Services's portfolio in Q3 2021, its #15 holding.
Cascadia Advisory Services first reported a position in Amazon in Q4 2019 and has held it in 6 quarters since.
3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.