First National Bank of South Miami’s Amazon AMZN Stock Holding History

First National Bank of South Miami’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 Q2	$1.02M	Sell	7,796 -237	-3%	-$27.1K	0.82%	30
2023 Q1	$830K	Sell	8,033 -1,595	-17%	-$154K	0.66%	42
2022 Q4	$809K	Sell	9,628 -1,329	-12%	-$131K	0.61%	47
2022 Q3	$1.24M	Sell	10,957 -798	-7%	-$101K	0.96%	21
2022 Q2	$1.25M	Buy	11,755 +235	+2%	+$29.4K	0.85%	27
2022 Q1	$1.88M	Buy	11,520 +860	+8%	+$133K	1.14%	17
2021 Q4	$1.78M	Buy	10,660 +1,440	+16%	+$246K	1.07%	20
2021 Q3	$1.51M	Sell	9,220 -80	-0.9%	-$13.8K	1.02%	19
2021 Q2	$1.6M	Buy	9,300 +260	+3%	+$43.2K	1.09%	18
2021 Q1	$1.4M	Buy	9,040 +480	+6%	+$76.1K	1.07%	21
2020 Q4	$1.39M	Buy	8,560 +40	+0.5%	+$6.38K	1.2%	18
2020 Q3	$1.34M	Buy	8,520 +540	+7%	+$85.1K	1.28%	19
2020 Q2	$1.1M	Sell	7,980 -660	-8%	-$79.7K	1.19%	22
2020 Q1	$843K	Buy	8,640 +360	+4%	+$34.8K	1.06%	21
2019 Q4	$765K	Sell	8,280 -220	-3%	-$19.5K	0.76%	43
2019 Q3	$755K	Sell	8,500 -40	-0.5%	-$3.71K	0.72%	41
2019 Q2	$797K	Sell	8,540 -220	-3%	-$20.5K	0.75%	37
2019 Q1	$780K	Sell	8,760 -260	-3%	-$21.6K	0.75%	36
2018 Q4	$775K	Buy	+9,020	New	+$750K	0.76%	33

Other funds holding AMZN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

First National Bank of South Miami's AMZN Position: Q2 2023 in Review

First National Bank of South Miami reduced its Amazon (AMZN) stake by 3% in Q2 2023, selling an estimated $27.1K and leaving 7,796 shares worth $1.02M. The position accounts for 0.82% of the portfolio, ranked #30.

First National Bank of South Miami first reported a position in AMZN in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.88M in Q1 2022. 4,325 funds tracked by Wall St. Rank hold AMZN as of Q2 2023.

First National Bank of South Miami held 7,796 shares of Amazon worth $1.02M as of Q2 2023.
First National Bank of South Miami sold 237 Amazon shares in Q2 2023, an estimated $27.1K.
Amazon made up 0.82% of First National Bank of South Miami's portfolio in Q2 2023, its #30 holding.
First National Bank of South Miami first reported a position in Amazon in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's Amazon position peaked at $1.88M in Q1 2022.
4,325 funds tracked by Wall St. Rank held Amazon as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.