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Doyle Wealth Management’s Amazon AMZN Stock Holding History

Doyle Wealth Management’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
2022
Q3 		$26.2M Buy
231,527
+1,970
+0.9% +$249K 2.25% 6
2022
Q2 		$24.4M Buy
229,557
+7,117
+3% +$891K 1.97% 8
2022
Q1 		$36.3M Buy
222,440
+11,240
+5% +$1.74M 2.61% 5
2021
Q4 		$35.2M Buy
211,200
+1,360
+0.6% +$233K 2.53% 6
2021
Q3 		$34.5M Buy
209,840
+3,060
+1% +$528K 2.74% 5
2021
Q2 		$35.6M Buy
206,780
+3,860
+2% +$642K 2.95% 3
2021
Q1 		$31.4M Sell
202,920
-100
-0% -$15.9K 3.01% 3
2020
Q4 		$33.1M Buy
203,020
+3,800
+2% +$606K 3.36% 3
2020
Q3 		$31.4M Sell
199,220
-10,700
-5% -$1.69M 3.64% 3
2020
Q2 		$29M Sell
209,920
-5,000
-2% -$604K 3.82% 3
2020
Q1 		$21M Buy
214,920
+56,100
+35% +$5.43M 3.33% 4
2019
Q4 		$14.7M Buy
158,820
+48,000
+43% +$4.25M 1.83% 21
2019
Q3 		$9.62M Buy
110,820
+47,680
+76% +$4.42M 1.33% 35
2019
Q2 		$5.98M Buy
63,140
+5,460
+9% +$509K 0.83% 42
2019
Q1 		$5.45M Buy
57,680
+39,380
+215% +$3.28M 0.79% 42
2018
Q4 		$1.37M Buy
18,300
+3,280
+22% +$273K 0.23% 55
2018
Q3 		$1.5M Buy
15,020
+560
+4% +$52.7K 0.23% 57
2018
Q2 		$1.23M Buy
14,460
+1,640
+13% +$130K 0.2% 62
2018
Q1 		$928K Sell
12,820
-740
-5% -$52.9K 0.16% 67
2017
Q4 		$793K Buy
13,560
+2,760
+26% +$152K 0.13% 73
2017
Q3 		$519K Buy
10,800
+800
+8% +$39.3K 0.09% 90
2017
Q2 		$484K Buy
10,000
+660
+7% +$31.5K 0.09% 90
2017
Q1 		$414K Buy
+9,340
New +$389K 0.08% 91

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Doyle Wealth Management's AMZN Position: Q3 2022 in Review

Doyle Wealth Management increased its Amazon (AMZN) stake by 0.86% in Q3 2022, buying an estimated $249K and bringing the position to 231,527 shares worth $26.2M. The position accounts for 2.25% of the portfolio, ranked #6.

Doyle Wealth Management first reported a position in AMZN in Q1 2017 and has held it in 23 quarters since. The position peaked at $36.3M in Q1 2022. 4,075 funds tracked by Wall St. Rank hold AMZN as of Q3 2022.

  • Doyle Wealth Management held 231,527 shares of Amazon worth $26.2M as of Q3 2022.
  • Doyle Wealth Management bought 1,970 Amazon shares in Q3 2022, an estimated $249K.
  • Amazon made up 2.25% of Doyle Wealth Management's portfolio in Q3 2022, its #6 holding.
  • Doyle Wealth Management first reported a position in Amazon in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Amazon position peaked at $36.3M in Q1 2022.
  • 4,075 funds tracked by Wall St. Rank held Amazon as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.