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Integer Wealth Advisors Group’s Amazon AMZN Stock Holding History

Integer Wealth Advisors Group’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
Q1 		$2.22M Buy
13,180
+1,060
+9% +$168K 1.21% 25
2020
Q4 		$1.9M Buy
12,120
+280
+2% +$44.7K 1.25% 26
2020
Q3 		$1.86M Sell
11,840
-40
-0.3% -$6.31K 1.71% 18
2020
Q2 		$1.89M Buy
11,880
+20
+0.2% +$2.42K 1.93% 18
2020
Q1 		$1.41M Buy
11,860
+1,080
+10% +$105K 1.6% 20
2019
Q4 		$1.1M Buy
+10,780
New +$954K 1.1% 23

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integer Wealth Advisors Group's AMZN Position: Q1 2021 in Review

Integer Wealth Advisors Group increased its Amazon (AMZN) stake by 8.7% in Q1 2021, buying an estimated $168K and bringing the position to 13,180 shares worth $2.22M. The position accounts for 1.21% of the portfolio, ranked #25.

Integer Wealth Advisors Group first reported a position in AMZN in Q4 2019 and has held it in 6 quarters since. 3,698 funds tracked by Wall St. Rank hold AMZN as of Q1 2021.

  • Integer Wealth Advisors Group held 13,180 shares of Amazon worth $2.22M as of Q1 2021.
  • Integer Wealth Advisors Group bought 1,060 Amazon shares in Q1 2021, an estimated $168K.
  • Amazon made up 1.21% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #25 holding.
  • Integer Wealth Advisors Group first reported a position in Amazon in Q4 2019 and has held it in 6 quarters since.
  • 3,698 funds tracked by Wall St. Rank held Amazon as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.