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AMZN icon

Connectus Wealth’s Amazon AMZN Stock Holding History

Connectus Wealth’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 		$230M Buy
1,632,232
+38,587
+2% +$6.44M 6.29% 2
2023
Q4 		$187M Buy
1,593,645
+338,305
+27% +$47.4M 3.83% 4
2023
Q3 		$155M Buy
1,255,340
+91,442
+8% +$12.3M 3.45% 4
2023
Q2 		$147M Buy
1,163,898
+1,004,042
+628% +$115M 3.37% 3
2023
Q1 		$16.5M Sell
159,856
-886,551
-85% -$85.7M 0.41% 73
2022
Q4 		$120M Sell
1,046,407
-42,804
-4% -$4.23M 2.84% 4
2022
Q3 		$165M Sell
1,089,211
-379,622
-26% -$48M 3.44% 3
2022
Q2 		$156M Buy
1,468,833
+782,073
+114% +$97.9M 3.56% 3
2022
Q1 		$113M Sell
686,760
-39,640
-5% -$6.12M 3.57% 3
2021
Q4 		$121M Buy
726,400
+309,860
+74% +$53M 4.69% 3
2021
Q3 		$68.4M Buy
416,540
+1,500
+0.4% +$259K 7.65% 3
2021
Q2 		$71.4M Sell
415,040
-820
-0.2% -$136K 8.02% 2
2021
Q1 		$67.1M Buy
+415,860
New +$65.9M 8.04% 2

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
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 $1.61T AUM 30.72% 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

Connectus Wealth's AMZN Position: Q1 2024 in Review

Connectus Wealth increased its Amazon (AMZN) stake by 2.4% in Q1 2024, buying an estimated $6.44M and bringing the position to 1,632,232 shares worth $230M. The position accounts for 6.29% of the portfolio, ranked #2.

Connectus Wealth first reported a position in AMZN in Q1 2021 and has held it in 13 quarters since. 4,850 funds tracked by Wall St. Rank hold AMZN as of Q1 2024.

  • Connectus Wealth held 1,632,232 shares of Amazon worth $230M as of Q1 2024.
  • Connectus Wealth bought 38,587 Amazon shares in Q1 2024, an estimated $6.44M.
  • Amazon made up 6.29% of Connectus Wealth's portfolio in Q1 2024, its #2 holding.
  • Connectus Wealth first reported a position in Amazon in Q1 2021 and has held it in 13 quarters since.
  • 4,850 funds tracked by Wall St. Rank held Amazon as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.