DW
AMZN icon

Domani Wealth’s Amazon AMZN Stock Holding History

Domani 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
2023
Q1 		$909K Sell
8,798
-742
-8% -$71.7K 0.21% 52
2022
Q4 		$801K Sell
9,540
-136
-1% -$13.4K 0.2% 54
2022
Q3 		$1.09M Sell
9,676
-204
-2% -$25.8K 0.32% 34
2022
Q2 		$1.05M Sell
9,880
-1,160
-11% -$145K 0.29% 36
2022
Q1 		$1.8M Sell
11,040
-200
-2% -$30.9K 0.39% 36
2021
Q4 		$1.87M Sell
11,240
-40
-0.4% -$6.85K 0.37% 34
2021
Q3 		$1.85M Sell
11,280
-620
-5% -$107K 0.39% 34
2021
Q2 		$2.05M Buy
11,900
+3,540
+42% +$588K 0.41% 33
2021
Q1 		$1.29M Buy
8,360
+180
+2% +$28.5K 0.25% 39
2020
Q4 		$1.33M Buy
8,180
+180
+2% +$28.7K 0.27% 38
2020
Q3 		$1.26M Sell
8,000
-1,040
-12% -$164K 0.28% 37
2020
Q2 		$1.25M Sell
9,040
-500
-5% -$60.4K 0.29% 38
2020
Q1 		$930K Buy
9,540
+3,060
+47% +$296K 0.25% 47
2019
Q4 		$599K Hold
6,480
– – 0.2% 56
2019
Q3 		$562K Sell
6,480
-640
-9% -$59.3K 0.2% 56
2019
Q2 		$674K Hold
7,120
– – 0.25% 47
2019
Q1 		$634K Hold
7,120
– – 0.26% 47
2018
Q4 		$535K Buy
7,120
+1,960
+38% +$163K 0.25% 48
2018
Q3 		$517K Hold
5,160
– – 0.22% 53
2018
Q2 		$439K Buy
5,160
+700
+16% +$55.6K 0.2% 61
2018
Q1 		$323K Hold
4,460
– – 0.14% 77
2017
Q4 		$261K Hold
4,460
– – 0.11% 90
2017
Q3 		$214K Buy
+4,460
New +$219K 0.09% 93

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Domani Wealth's AMZN Position: Q1 2023 in Review

Domani Wealth reduced its Amazon (AMZN) stake by 7.8% in Q1 2023, selling an estimated $71.7K and leaving 8,798 shares worth $909K. The position accounts for 0.21% of the portfolio, ranked #52.

Domani Wealth first reported a position in AMZN in Q3 2017 and has held it in 23 quarters since. The position peaked at $2.05M in Q2 2021. 4,157 funds tracked by Wall St. Rank hold AMZN as of Q1 2023.

  • Domani Wealth held 8,798 shares of Amazon worth $909K as of Q1 2023.
  • Domani Wealth sold 742 Amazon shares in Q1 2023, an estimated $71.7K.
  • Amazon made up 0.21% of Domani Wealth's portfolio in Q1 2023, its #52 holding.
  • Domani Wealth first reported a position in Amazon in Q3 2017 and has held it in 23 quarters since.
  • Domani Wealth's Amazon position peaked at $2.05M in Q2 2021.
  • 4,157 funds tracked by Wall St. Rank held Amazon as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.