ICA Group Wealth Management’s Amazon AMZN Stock Holding History

ICA Group Wealth Management’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 Q2	$890K	Sell	4,603 -18,168	-80%	-$3.34M	0.53%	34
2024 Q1	$4.11M	Sell	22,771 -1,312	-5%	-$219K	0.82%	29
2023 Q4	$3.66M	Sell	24,083 -1,310	-5%	-$184K	0.82%	27
2023 Q3	$3.23M	Buy	25,393 +1,058	+4%	+$142K	0.91%	24
2023 Q2	$3.17M	Sell	24,335 -41,612	-63%	-$4.75M	0.8%	26
2023 Q1	$6.81M	Buy	65,947 +3,687	+6%	+$356K	1.62%	13
2022 Q4	$5.23M	Buy	62,260 +26,663	+75%	+$2.63M	1.23%	18
2022 Q3	$4.02M	Buy	35,597 +2,126	+6%	+$269K	0.85%	24
2022 Q2	$4.63M	Sell	33,471 -587,069	-95%	-$73.5M	0.87%	23
2022 Q1	$3.8M	Buy	+620,540	New	+$95.9M	0.72%	33

Other funds holding AMZN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

ICA Group Wealth Management's AMZN Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Amazon (AMZN) stake by 80% in Q2 2024, selling an estimated $3.34M and leaving 4,603 shares worth $890K. The position accounts for 0.53% of the portfolio, ranked #34.

ICA Group Wealth Management first reported a position in AMZN in Q1 2022 and has held it in 10 quarters since. The position peaked at $6.81M in Q1 2023. 4,922 funds tracked by Wall St. Rank hold AMZN as of Q2 2024.

ICA Group Wealth Management held 4,603 shares of Amazon worth $890K as of Q2 2024.
ICA Group Wealth Management sold 18,168 Amazon shares in Q2 2024, an estimated $3.34M.
Amazon made up 0.53% of ICA Group Wealth Management's portfolio in Q2 2024, its #34 holding.
ICA Group Wealth Management first reported a position in Amazon in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's Amazon position peaked at $6.81M in Q1 2023.
4,922 funds tracked by Wall St. Rank held Amazon as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.