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Financial Partners Capital Management’s Amazon AMZN Stock Holding History

Financial Partners Capital 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
Q4 		$7.55M Buy
89,919
+4,445
+5% +$439K 1.68% 23
2022
Q3 		$9.66M Buy
85,474
+260
+0.3% +$32.9K 2.28% 14
2022
Q2 		$9.05M Buy
85,214
+2,414
+3% +$302K 1.95% 18
2022
Q1 		$13.5M Buy
82,800
+480
+0.6% +$74.2K 2.5% 10
2021
Q4 		$13.7M Buy
82,320
+1,220
+2% +$209K 2.43% 12
2021
Q3 		$13.3M Sell
81,100
-420
-0.5% -$72.4K 2.43% 13
2021
Q2 		$14M Sell
81,520
-420
-0.5% -$69.8K 2.57% 11
2021
Q1 		$12.7M Buy
81,940
+300
+0.4% +$47.6K 2.56% 14
2020
Q4 		$13.3M Sell
81,640
-180
-0.2% -$28.7K 3.03% 11
2020
Q3 		$12.9M Sell
81,820
-700
-0.8% -$110K 3.42% 8
2020
Q2 		$11.4M Sell
82,520
-2,400
-3% -$290K 3.28% 9
2020
Q1 		$8.28M Buy
+84,920
New +$8.22M 2.64% 12
2018
Q4 		$263K Hold
3,500
– – 0.09% 73
2018
Q3 		$351K Sell
3,500
-500
-13% -$47K 0.1% 63
2018
Q2 		$340K Hold
4,000
– – 0.1% 62
2018
Q1 		$289K Sell
4,000
-29,440
-88% -$2.11M 0.09% 66
2017
Q4 		$1.96M Sell
33,440
-620
-2% -$34.1K 0.36% 67
2017
Q3 		$1.64M Buy
34,060
+11,960
+54% +$587K 0.31% 71
2017
Q2 		$1.07M Sell
22,100
-5,000
-18% -$239K 0.22% 75
2017
Q1 		$1.2M Buy
27,100
+200
+0.7% +$8.34K 0.26% 68
2016
Q4 		$1.01M Buy
26,900
+3,800
+16% +$149K 0.24% 71
2016
Q3 		$936K Sell
23,100
-3,000
-11% -$115K 0.24% 68
2016
Q2 		$934K Buy
26,100
+1,480
+6% +$50.1K 0.25% 66
2016
Q1 		$731K Hold
24,620
– – 0.18% 77
2015
Q4 		$832K Buy
+24,620
New +$776K 0.2% 76

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Partners Capital Management's AMZN Position: Q4 2022 in Review

Financial Partners Capital Management increased its Amazon (AMZN) stake by 5.2% in Q4 2022, buying an estimated $439K and bringing the position to 89,919 shares worth $7.55M. The position accounts for 1.68% of the portfolio, ranked #23.

Financial Partners Capital Management first reported a position in AMZN in Q4 2015 and has held it in 25 quarters since. The position peaked at $14M in Q2 2021. 4,120 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

  • Financial Partners Capital Management held 89,919 shares of Amazon worth $7.55M as of Q4 2022.
  • Financial Partners Capital Management bought 4,445 Amazon shares in Q4 2022, an estimated $439K.
  • Amazon made up 1.68% of Financial Partners Capital Management's portfolio in Q4 2022, its #23 holding.
  • Financial Partners Capital Management first reported a position in Amazon in Q4 2015 and has held it in 25 quarters since.
  • Financial Partners Capital Management's Amazon position peaked at $14M in Q2 2021.
  • 4,120 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.