Epic Trust Investment Advisors’s Amazon AMZN Stock Holding History

Epic Trust Investment 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	$941K	Buy	4,871 +986	+25%	+$181K	1.04%	22
2024 Q1	$701K	Buy	3,885 +128	+3%	+$21.4K	0.86%	27
2023 Q4	$571K	Buy	3,757 +509	+16%	+$71.4K	0.77%	32
2023 Q3	$413K	Sell	3,248 -472	-13%	-$63.2K	0.65%	44
2023 Q2	$485K	Sell	3,720 -1,525	-29%	-$174K	0.69%	41
2023 Q1	$542K	Sell	5,245 -595	-10%	-$57.5K	0.66%	41
2022 Q4	$491K	Buy	5,840 +3,386	+138%	+$334K	0.74%	42
2022 Q3	$277K	Buy	+2,454	New	+$310K	0.38%	78
2022 Q2	–	Sell	-1,420	Closed	-$231K	–	68
2022 Q1	$231K	Hold	1,420	–	–	0.36%	64
2021 Q4	$237K	Buy	+1,420	New	+$243K	0.34%	65

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Epic Trust Investment Advisors's AMZN Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Amazon (AMZN) stake by 25% in Q2 2024, buying an estimated $181K and bringing the position to 4,871 shares worth $941K. The position accounts for 1.04% of the portfolio, ranked #22.

Epic Trust Investment Advisors first reported a position in AMZN in Q4 2021 and has held it in 10 quarters since. 4,923 funds tracked by Wall St. Rank hold AMZN as of Q2 2024.

Epic Trust Investment Advisors held 4,871 shares of Amazon worth $941K as of Q2 2024.
Epic Trust Investment Advisors bought 986 Amazon shares in Q2 2024, an estimated $181K.
Amazon made up 1.04% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #22 holding.
Epic Trust Investment Advisors first reported a position in Amazon in Q4 2021 and has held it in 10 quarters since.
4,923 funds tracked by Wall St. Rank held Amazon as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.