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Clear Perspective Advisors’s Amazon AMZN Stock Holding History

Clear Perspective Advisors’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
Q4 		$5.91M Buy
35,440
+9,280
+35% +$1.59M 1.79% 11
2021
Q3 		$4.3M Sell
26,160
-600
-2% -$103K 1.47% 14
2021
Q2 		$4.6M Buy
26,760
+4,180
+19% +$695K 1.6% 13
2021
Q1 		$3.49M Sell
22,580
-1,220
-5% -$193K 1.37% 15
2020
Q4 		$3.88M Buy
23,800
+3,300
+16% +$527K 1.58% 14
2020
Q3 		$633 Sell
20,500
-5,120
-20% -$807K 0.3% 62
2020
Q2 		$3.53M Sell
25,620
-2,180
-8% -$263K 1.93% 9
2020
Q1 		$2.71M Buy
27,800
+1,480
+6% +$143K 1.81% 10
2019
Q4 		$2.43M Sell
26,320
-160
-0.6% -$14.2K 1.51% 17
2019
Q3 		$2.3M Buy
26,480
+640
+2% +$59.3K 1.04% 24
2019
Q2 		$2.45M Sell
25,840
-760
-3% -$70.8K 1.57% 17
2019
Q1 		$2.47M Buy
26,600
+12,340
+87% +$1.03M 1.75% 14
2018
Q4 		$1.07M Buy
14,260
+1,220
+9% +$101K 0.89% 28
2018
Q3 		$1.31M Buy
13,040
+2,500
+24% +$235K 0.97% 27
2018
Q2 		$896K Sell
10,540
-1,480
-12% -$117K 0.63% 36
2018
Q1 		$870K Buy
12,020
+2,920
+32% +$209K 0.65% 32
2017
Q4 		$532K Buy
9,100
+1,640
+22% +$90.2K 0.41% 71
2017
Q3 		$359K Buy
7,460
+800
+12% +$39.3K 0.29% 90
2017
Q2 		$322K Buy
6,660
+540
+9% +$25.8K 0.27% 91
2017
Q1 		$271K Buy
6,120
+6,100
+30,500% +$254K 0.18% 102
2016
Q4 		$1K Buy
+20
New +$784 ﹤0.01% 392

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Perspective Advisors's AMZN Position: Q4 2021 in Review

Clear Perspective Advisors increased its Amazon (AMZN) stake by 35% in Q4 2021, buying an estimated $1.59M and bringing the position to 35,440 shares worth $5.91M. The position accounts for 1.79% of the portfolio, ranked #11.

Clear Perspective Advisors first reported a position in AMZN in Q4 2016 and has held it in 21 quarters since. 4,197 funds tracked by Wall St. Rank hold AMZN as of Q4 2021.

  • Clear Perspective Advisors held 35,440 shares of Amazon worth $5.91M as of Q4 2021.
  • Clear Perspective Advisors bought 9,280 Amazon shares in Q4 2021, an estimated $1.59M.
  • Amazon made up 1.79% of Clear Perspective Advisors's portfolio in Q4 2021, its #11 holding.
  • Clear Perspective Advisors first reported a position in Amazon in Q4 2016 and has held it in 21 quarters since.
  • 4,197 funds tracked by Wall St. Rank held Amazon as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.