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HBC Financial Services’s Amazon AMZN Stock Holding History

HBC Financial Services’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
Q4 		$1.1M Buy
4,953
+391
+9% +$80K 0.67% 14
2024
Q3 		$879K Buy
4,562
+283
+7% +$51.6K 0.53% 14
2024
Q2 		$780K Buy
4,279
+548
+15% +$101K 0.5% 13
2024
Q1 		$667K Sell
3,731
-10
-0.3% -$1.67K 0.45% 13
2023
Q4 		$568K Sell
3,741
-255
-6% -$35.7K 0.39% 14
2023
Q3 		$503K Sell
3,996
-545
-12% -$73K 0.38% 17
2023
Q2 		$603K Buy
4,541
+71
+2% +$8.11K 0.43% 14
2023
Q1 		$459K Buy
4,470
+400
+10% +$38.6K 0.34% 18
2022
Q4 		$346K Buy
4,070
+986
+32% +$97.4K 0.28% 18
2022
Q3 		$354K Sell
3,084
-80
-3% -$10.1K 0.3% 18
2022
Q2 		$365K Sell
3,164
-9,156
-74% -$1.15M 0.28% 19
2022
Q1 		$1.72M Buy
12,320
+100
+0.8% +$15.5K 1.24% 10
2021
Q4 		$2.07M Buy
12,220
+240
+2% +$41.1K 1.31% 10
2021
Q3 		$1.98M Hold
11,980
– – 1.32% 9
2021
Q2 		$2.14M Sell
11,980
-20
-0.2% -$3.32K 1.45% 10
2021
Q1 		$2M Buy
12,000
+680
+6% +$108K 1.38% 9
2020
Q4 		$1.78M Sell
11,320
-100
-0.9% -$16K 1.38% 9
2020
Q3 		$1.89M Sell
11,420
-640
-5% -$101K 1.59% 8
2020
Q2 		$1.81M Sell
12,060
-60
-0.5% -$7.25K 1.63% 8
2020
Q1 		$1.18M Sell
12,120
-480
-4% -$46.5K 1.34% 9
2019
Q4 		$1.2M Buy
+12,600
New +$1.12M 1.04% 11

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HBC Financial Services's AMZN Position: Q4 2024 in Review

HBC Financial Services increased its Amazon (AMZN) stake by 8.6% in Q4 2024, buying an estimated $80K and bringing the position to 4,953 shares worth $1.1M. The position accounts for 0.67% of the portfolio, ranked #14.

HBC Financial Services first reported a position in AMZN in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.14M in Q2 2021. 5,551 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

  • HBC Financial Services held 4,953 shares of Amazon worth $1.1M as of Q4 2024.
  • HBC Financial Services bought 391 Amazon shares in Q4 2024, an estimated $80K.
  • Amazon made up 0.67% of HBC Financial Services's portfolio in Q4 2024, its #14 holding.
  • HBC Financial Services first reported a position in Amazon in Q4 2019 and has held it in 21 quarters since.
  • HBC Financial Services's Amazon position peaked at $2.14M in Q2 2021.
  • 5,551 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.