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HC Financial Advisors’s Amazon AMZN Stock Holding History

HC Financial 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
2022
Q2 		$2.25M Buy
21,230
+670
+3% +$83.8K 1.51% 25
2022
Q1 		$3.35M Buy
20,560
+700
+4% +$108K 1.99% 12
2021
Q4 		$3.31M Buy
19,860
+300
+2% +$51.3K 1.84% 13
2021
Q3 		$3.21M Buy
19,560
+700
+4% +$121K 1.93% 12
2021
Q2 		$3.24M Buy
18,860
+880
+5% +$146K 1.89% 13
2021
Q1 		$2.78M Sell
17,980
-180
-1% -$28.5K 1.7% 20
2020
Q4 		$2.96M Buy
18,160
+40
+0.2% +$6.38K 1.9% 13
2020
Q3 		$2.85M Sell
18,120
-140
-0.8% -$22.1K 2.04% 9
2020
Q2 		$2.52M Buy
18,260
+80
+0.4% +$9.66K 1.97% 10
2020
Q1 		$1.77M Buy
18,180
+500
+3% +$48.4K 1.58% 18
2019
Q4 		$1.63M Buy
17,680
+1,860
+12% +$165K 1.28% 31
2019
Q3 		$1.37M Buy
+15,820
New +$1.47M 1.18% 36
2018
Q4 		– Sell
-6,300
Closed -$631K – 23
2018
Q3 		$631K Buy
6,300
+1,160
+23% +$109K 0.56% 53
2018
Q2 		$437K Sell
5,140
-140
-3% -$11.1K 0.43% 59
2018
Q1 		$382K Sell
5,280
-100
-2% -$7.15K 0.38% 63
2017
Q4 		$315K Buy
+5,380
New +$296K 0.3% 64

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HC Financial Advisors's AMZN Position: Q2 2022 in Review

HC Financial Advisors increased its Amazon (AMZN) stake by 3.3% in Q2 2022, buying an estimated $83.8K and bringing the position to 21,230 shares worth $2.25M. The position accounts for 1.51% of the portfolio, ranked #25.

HC Financial Advisors first reported a position in AMZN in Q4 2017 and has held it in 16 quarters since. The position peaked at $3.35M in Q1 2022. 4,039 funds tracked by Wall St. Rank hold AMZN as of Q2 2022.

  • HC Financial Advisors held 21,230 shares of Amazon worth $2.25M as of Q2 2022.
  • HC Financial Advisors bought 670 Amazon shares in Q2 2022, an estimated $83.8K.
  • Amazon made up 1.51% of HC Financial Advisors's portfolio in Q2 2022, its #25 holding.
  • HC Financial Advisors first reported a position in Amazon in Q4 2017 and has held it in 16 quarters since.
  • HC Financial Advisors's Amazon position peaked at $3.35M in Q1 2022.
  • 4,039 funds tracked by Wall St. Rank held Amazon as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.