CAZ Investments’s Amazon AMZN Stock Holding History

CAZ Investments’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
2024 Q1	–	Sell	-6,000	Closed	-$912K	–	38
2023 Q4	$912K	Hold	6,000	–	–	1.22%	17
2023 Q3	$763K	Hold	6,000	–	–	1.39%	17
2023 Q2	$782K	Hold	6,000	–	–	0.93%	16
2023 Q1	$620K	Hold	6,000	–	–	1.26%	17
2022 Q4	$504K	Hold	6,000	–	–	0.9%	19
2022 Q3	$678K	Hold	6,000	–	–	2.84%	13
2022 Q2	$637K	Hold	6,000	–	–	1.95%	15
2022 Q1	$978K	Hold	6,000	–	–	0.55%	19
2021 Q4	$1M	Hold	6,000	–	–	0.57%	9
2021 Q3	$986K	Hold	6,000	–	–	0.35%	17
2021 Q2	$1.03M	Hold	6,000	–	–	0.33%	19
2021 Q1	$928K	Hold	6,000	–	–	0.41%	21
2020 Q4	$977K	Hold	6,000	–	–	0.41%	22
2020 Q3	$945K	Hold	6,000	–	–	1.23%	15
2020 Q2	$828K	Buy	+6,000	New	+$725K	0.78%	23

Other funds holding AMZN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CAZ Investments's AMZN Position: Q1 2024 in Review

CAZ Investments sold out of Amazon (AMZN) in Q1 2024, closing a stake of 6,000 shares — an estimated $912K sold.

CAZ Investments first reported a position in AMZN in Q2 2020 and held it in 15 quarters. The position peaked at $1.03M in Q2 2021. 4,850 funds tracked by Wall St. Rank hold AMZN as of Q1 2024.

CAZ Investments reported no remaining Amazon position as of Q1 2024 after selling out during the quarter.
CAZ Investments sold 6,000 Amazon shares in Q1 2024, an estimated $912K.
CAZ Investments first reported a position in Amazon in Q2 2020 and held it in 15 quarters.
CAZ Investments's Amazon position peaked at $1.03M in Q2 2021.
4,850 funds tracked by Wall St. Rank held Amazon as of Q1 2024.

Based on CAZ Investments's 13F filing for Q1 2024, filed 14 May 2024.