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Catalyst Wealth Management’s Amazon AMZN Stock Holding History

Catalyst 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
2023
Q1 		$271K Buy
2,627
+79
+3% +$7.63K 0.25% 103
2022
Q4 		$214K Buy
+2,548
New +$252K 0.2% 121

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 $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 $1.88T AUM 44.46% 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 $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Catalyst Wealth Management's AMZN Position: Q1 2023 in Review

Catalyst Wealth Management increased its Amazon (AMZN) stake by 3.1% in Q1 2023, buying an estimated $7.63K and bringing the position to 2,627 shares worth $271K. The position accounts for 0.25% of the portfolio, ranked #103.

Catalyst Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 2 quarters since. 4,158 funds tracked by Wall St. Rank hold AMZN as of Q1 2023.

  • Catalyst Wealth Management held 2,627 shares of Amazon worth $271K as of Q1 2023.
  • Catalyst Wealth Management bought 79 Amazon shares in Q1 2023, an estimated $7.63K.
  • Amazon made up 0.25% of Catalyst Wealth Management's portfolio in Q1 2023, its #103 holding.
  • Catalyst Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 2 quarters since.
  • 4,158 funds tracked by Wall St. Rank held Amazon as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.