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Hoover Financial Advisors’s Amazon AMZN Stock Holding History

Hoover 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
2021
Q2 		$2.53M Buy
14,720
+2,100
+17% +$349K 0.45% 34
2021
Q1 		$2.04M Sell
12,620
-720
-5% -$114K 0.38% 37
2020
Q4 		$2.09M Sell
13,340
-260
-2% -$41.5K 0.52% 24
2020
Q3 		$2.14M Buy
13,600
+2,260
+20% +$356K 0.71% 26
2020
Q2 		$1.56M Buy
11,340
+1,740
+18% +$210K 0.6% 25
2020
Q1 		$936K Buy
9,600
+160
+2% +$15.5K 0.52% 24
2019
Q4 		$872K Buy
9,440
+1,800
+24% +$159K 0.43% 29
2019
Q3 		$663K Hold
7,640
– – 0.59% 22
2019
Q2 		$723K Buy
7,640
+200
+3% +$18.6K 0.66% 19
2019
Q1 		$662K Buy
7,440
+540
+8% +$44.9K 0.63% 21
2018
Q4 		$518K Buy
+6,900
New +$574K 0.57% 26

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hoover Financial Advisors's AMZN Position: Q2 2021 in Review

Hoover Financial Advisors increased its Amazon (AMZN) stake by 17% in Q2 2021, buying an estimated $349K and bringing the position to 14,720 shares worth $2.53M. The position accounts for 0.45% of the portfolio, ranked #34.

Hoover Financial Advisors first reported a position in AMZN in Q4 2018 and has held it in 11 quarters since. 3,764 funds tracked by Wall St. Rank hold AMZN as of Q2 2021.

  • Hoover Financial Advisors held 14,720 shares of Amazon worth $2.53M as of Q2 2021.
  • Hoover Financial Advisors bought 2,100 Amazon shares in Q2 2021, an estimated $349K.
  • Amazon made up 0.45% of Hoover Financial Advisors's portfolio in Q2 2021, its #34 holding.
  • Hoover Financial Advisors first reported a position in Amazon in Q4 2018 and has held it in 11 quarters since.
  • 3,764 funds tracked by Wall St. Rank held Amazon as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.