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Hochman Cole Investment Advisors’s Amazon AMZN Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$1.33M Buy
8,120
+2,520
+45% +$435K 0.52% 41
2021
Q2 		$963K Buy
5,600
+240
+4% +$39.9K 0.38% 50
2021
Q1 		$829K Buy
5,360
+200
+4% +$31.7K 0.35% 53
2020
Q4 		$840K Sell
5,160
-20
-0.4% -$3.19K 0.36% 47
2020
Q3 		$816K Sell
5,180
-680
-12% -$107K 0.4% 43
2020
Q2 		$808K Buy
5,860
+380
+7% +$45.9K 0.45% 44
2020
Q1 		$534K Buy
5,480
+1,760
+47% +$170K 0.37% 50
2019
Q4 		$344K Buy
+3,720
New +$329K 0.19% 83

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Hochman Cole Investment Advisors's AMZN Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its Amazon (AMZN) stake by 45% in Q3 2021, buying an estimated $435K and bringing the position to 8,120 shares worth $1.33M. The position accounts for 0.52% of the portfolio, ranked #41.

Hochman Cole Investment Advisors first reported a position in AMZN in Q4 2019 and has held it in 8 quarters since. 3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2021.

  • Hochman Cole Investment Advisors held 8,120 shares of Amazon worth $1.33M as of Q3 2021.
  • Hochman Cole Investment Advisors bought 2,520 Amazon shares in Q3 2021, an estimated $435K.
  • Amazon made up 0.52% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #41 holding.
  • Hochman Cole Investment Advisors first reported a position in Amazon in Q4 2019 and has held it in 8 quarters since.
  • 3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.