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Coppell Advisory Solutions Corp’s Amazon AMZN Stock Holding History

Coppell Advisory Solutions Corp’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 		$12.5M Buy
+69,383
New +$11.6M 2.36% 8
2023
Q1 		$765K Buy
7,500
+835
+13% +$80.7K 0.25% 102
2022
Q4 		$560K Buy
+6,665
New +$658K 0.19% 108

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

Coppell Advisory Solutions Corp's AMZN Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Amazon (AMZN) in Q1 2024: 69,383 shares worth $12.5M. The stake represents 2.36% of the portfolio and ranks #8 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in AMZN as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in AMZN in Q4 2022 and has held it in 3 quarters since. 4,850 funds tracked by Wall St. Rank hold AMZN as of Q1 2024.

  • Coppell Advisory Solutions Corp held 69,383 shares of Amazon worth $12.5M as of Q1 2024.
  • Amazon was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Amazon made up 2.36% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #8 holding.
  • Coppell Advisory Solutions Corp first reported a position in Amazon in Q4 2022 and has held it in 3 quarters since.
  • 4,850 funds tracked by Wall St. Rank held Amazon as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.