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Clear Rock Advisors’s Amazon AMZN Stock Holding History

Clear Rock 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
2024
Q2 		$3.77M Buy
19,533
+16,380
+520% +$3.01M 1.61% 14
2024
Q1 		$569K Buy
3,153
+2,000
+173% +$334K 0.25% 49
2023
Q4 		$201K Buy
+1,153
New +$162K 0.09% 71

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Clear Rock Advisors's AMZN Position: Q2 2024 in Review

Clear Rock Advisors increased its Amazon (AMZN) stake by 520% in Q2 2024, buying an estimated $3.01M and bringing the position to 19,533 shares worth $3.77M. The position accounts for 1.61% of the portfolio, ranked #14.

Clear Rock Advisors first reported a position in AMZN in Q4 2023 and has held it in 3 quarters since. 4,922 funds tracked by Wall St. Rank hold AMZN as of Q2 2024.

  • Clear Rock Advisors held 19,533 shares of Amazon worth $3.77M as of Q2 2024.
  • Clear Rock Advisors bought 16,380 Amazon shares in Q2 2024, an estimated $3.01M.
  • Amazon made up 1.61% of Clear Rock Advisors's portfolio in Q2 2024, its #14 holding.
  • Clear Rock Advisors first reported a position in Amazon in Q4 2023 and has held it in 3 quarters since.
  • 4,922 funds tracked by Wall St. Rank held Amazon as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.