Financial Architects (New Jersey)’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.1M | Buy |
31,422
+2,445
| +8% | +$279K | 0.62% | 36 |
|
|
2023
Q1 | $2.99M | Sell |
28,977
-705
| -2% | -$68.1K | 0.48% | 46 |
|
|
2022
Q4 | $2.49M | Sell |
29,682
-2,094
| -7% | -$207K | 0.41% | 57 |
|
|
2022
Q3 | $3.59M | Buy |
31,776
+1,041
| +3% | +$132K | 0.63% | 34 |
|
|
2022
Q2 | $3.26M | Buy |
30,735
+1,555
| +5% | +$195K | 4.15% | 5 |
|
|
2022
Q1 | $4.75M | Buy |
29,180
+820
| +3% | +$127K | 0.68% | 33 |
|
|
2021
Q4 | $4.73M | Buy |
28,360
+1,520
| +6% | +$260K | 0.64% | 34 |
|
|
2021
Q3 | $4.41M | Buy |
26,840
+1,900
| +8% | +$328K | 0.64% | 36 |
|
|
2021
Q2 | $4.29M | Buy |
24,940
+2,380
| +11% | +$396K | 0.62% | 40 |
|
|
2021
Q1 | $3.49M | Sell |
22,560
-1,840
| -8% | -$292K | 0.55% | 42 |
|
|
2020
Q4 | $3.98M | Sell |
24,400
-1,220
| -5% | -$195K | 0.74% | 30 |
|
|
2020
Q3 | $4.04M | Sell |
25,620
-320
| -1% | -$50.4K | 0.89% | 28 |
|
|
2020
Q2 | $3.58M | Buy |
25,940
+1,540
| +6% | +$186K | 0.82% | 27 |
|
|
2020
Q1 | $2.38M | Buy |
24,400
+9,840
| +68% | +$952K | 0.65% | 32 |
|
|
2019
Q4 | $1.34M | Sell |
14,560
-1,220
| -8% | -$108K | 0.29% | 75 |
|
|
2019
Q3 | $1.37M | Sell |
15,780
-340
| -2% | -$31.5K | 0.32% | 69 |
|
|
2019
Q2 | $1.53M | Sell |
16,120
-2,580
| -14% | -$240K | 0.28% | 75 |
|
|
2019
Q1 | $1.67M | Sell |
18,700
-4,280
| -19% | -$356K | 0.28% | 73 |
|
|
2018
Q4 | $1.73M | Sell |
22,980
-1,900
| -8% | -$158K | 0.33% | 58 |
|
|
2018
Q3 | $2.49M | Buy |
24,880
+2,940
| +13% | +$276K | 0.41% | 44 |
|
|
2018
Q2 | $1.86M | Buy |
21,940
+4,720
| +27% | +$375K | 0.33% | 59 |
|
|
2018
Q1 | $1.25M | Sell |
17,220
-12,700
| -42% | -$908K | 0.24% | 76 |
|
|
2017
Q4 | $1.75M | Sell |
29,920
-4,640
| -13% | -$255K | 0.29% | 62 |
|
|
2017
Q3 | $1.66M | Buy |
34,560
+14,280
| +70% | +$701K | 0.3% | 62 |
|
|
2017
Q2 | $982K | Sell |
20,280
-4,080
| -17% | -$195K | 0.18% | 100 |
|
|
2017
Q1 | $1.08M | Sell |
24,360
-4,080
| -14% | -$170K | 0.19% | 97 |
|
|
2016
Q4 | $1.07M | Buy |
28,440
+1,840
| +7% | +$72.1K | 0.25% | 79 |
|
|
2016
Q3 | $1.11M | Buy |
26,600
+1,200
| +5% | +$45.9K | 0.3% | 71 |
|
|
2016
Q2 | $909K | Buy |
25,400
+14,340
| +130% | +$485K | 0.26% | 82 |
|
|
2016
Q1 | $328K | Sell |
11,060
-6,600
| -37% | -$187K | 0.12% | 139 |
|
|
2015
Q4 | $597K | Sell |
17,660
-9,940
| -36% | -$313K | 0.24% | 96 |
|
|
2015
Q3 | $706K | Buy |
27,600
+2,980
| +12% | +$75.3K | 0.3% | 75 |
|
|
2015
Q2 | $534K | Sell |
24,620
-4,000
| -14% | -$83.6K | 0.19% | 98 |
|
|
2015
Q1 | $532K | Sell |
28,620
-14,660
| -34% | -$258K | 0.21% | 90 |
|
|
2014
Q4 | $672K | Buy |
43,280
+6,380
| +17% | +$99.4K | 0.29% | 72 |
|
|
2014
Q3 | $86K | Sell |
36,900
-2,320
| -6% | -$38.6K | 0.04% | 246 |
|
|
2014
Q2 | $637K | Buy |
39,220
+22,500
| +135% | +$356K | 0.31% | 73 |
|
|
2014
Q1 | $281K | Buy |
+16,720
| New | +$310K | 0.17% | 116 |
|
|
2013
Q4 | – | Sell |
-1,520
| Closed | -$24K | – | 172 |
|
|
2013
Q3 | $24K | Buy |
1,520
+1,400
| +1,167% | +$20.9K | 0.02% | 347 |
|
|
2013
Q2 | $2K | Buy |
+120
| New | +$1.6K | ﹤0.01% | 597 |
|
Other funds holding AMZN
Financial Architects (New Jersey)'s AMZN Position: Q2 2023 in Review
Financial Architects (New Jersey) increased its Amazon (AMZN) stake by 8.4% in Q2 2023, buying an estimated $279K and bringing the position to 31,422 shares worth $4.1M. The position accounts for 0.62% of the portfolio, ranked #36.
Financial Architects (New Jersey) first reported a position in AMZN in Q2 2013 and has held it in 40 quarters since. The position peaked at $4.75M in Q1 2022. 4,324 funds tracked by Wall St. Rank hold AMZN as of Q2 2023.
- Financial Architects (New Jersey) held 31,422 shares of Amazon worth $4.1M as of Q2 2023.
- Financial Architects (New Jersey) bought 2,445 Amazon shares in Q2 2023, an estimated $279K.
- Amazon made up 0.62% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #36 holding.
- Financial Architects (New Jersey) first reported a position in Amazon in Q2 2013 and has held it in 40 quarters since.
- Financial Architects (New Jersey)'s Amazon position peaked at $4.75M in Q1 2022.
- 4,324 funds tracked by Wall St. Rank held Amazon as of Q2 2023.
Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.