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Intercontinental Wealth Advisors’s Amazon AMZN Stock Holding History

Intercontinental Wealth 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
2023
Q2 		$8.9M Buy
68,305
+5,942
+10% +$679K 2.13% 7
2023
Q1 		$6.44M Sell
62,363
-19,442
-24% -$1.88M 1.65% 8
2022
Q4 		$6.87M Buy
81,805
+10,564
+15% +$1.04M 2.04% 8
2022
Q3 		$8.05M Buy
71,241
+8,443
+13% +$1.07M 2.53% 7
2022
Q2 		$6.67M Buy
62,798
+14,678
+31% +$1.84M 1.81% 7
2022
Q1 		$7.84M Sell
48,120
-5,920
-11% -$915K 1.79% 7
2021
Q4 		$9.01M Sell
54,040
-1,460
-3% -$250K 1.9% 6
2021
Q3 		$9.12M Buy
55,500
+11,600
+26% +$2M 2.13% 6
2021
Q2 		$7.55M Buy
43,900
+1,500
+4% +$249K 1.5% 7
2021
Q1 		$6.56M Buy
42,400
+5,140
+14% +$815K 1.43% 9
2020
Q4 		$6.07M Sell
37,260
-1,240
-3% -$198K 1.46% 10
2020
Q3 		$6.06M Sell
38,500
-2,400
-6% -$378K 1.77% 7
2020
Q2 		$5.64M Buy
40,900
+4,800
+13% +$580K 1.83% 8
2020
Q1 		$3.52M Buy
36,100
+31,600
+702% +$3.06M 1.86% 8
2019
Q4 		$459K Sell
4,500
-1,940
-30% -$172K 0.38% 49
2019
Q3 		$559K Buy
6,440
+200
+3% +$18.5K 0.34% 54
2019
Q2 		$591K Buy
6,240
+1,520
+32% +$142K 0.31% 48
2019
Q1 		$420K Sell
4,720
-1,020
-18% -$84.9K 0.21% 66
2018
Q4 		$431K Buy
5,740
+1,080
+23% +$89.8K 0.24% 59
2018
Q3 		$467K Buy
4,660
+1,580
+51% +$149K 0.23% 66
2018
Q2 		$262K Sell
3,080
-380
-11% -$30.2K 0.15% 107
2018
Q1 		$250K Sell
3,460
-980
-22% -$70.1K 0.14% 108
2017
Q4 		$260K Buy
+4,440
New +$244K 0.15% 112

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Intercontinental Wealth Advisors's AMZN Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Amazon (AMZN) stake by 9.5% in Q2 2023, buying an estimated $679K and bringing the position to 68,305 shares worth $8.9M. The position accounts for 2.13% of the portfolio, ranked #7.

Intercontinental Wealth Advisors first reported a position in AMZN in Q4 2017 and has held it in 23 quarters since. The position peaked at $9.12M in Q3 2021. 4,323 funds tracked by Wall St. Rank hold AMZN as of Q2 2023.

  • Intercontinental Wealth Advisors held 68,305 shares of Amazon worth $8.9M as of Q2 2023.
  • Intercontinental Wealth Advisors bought 5,942 Amazon shares in Q2 2023, an estimated $679K.
  • Amazon made up 2.13% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #7 holding.
  • Intercontinental Wealth Advisors first reported a position in Amazon in Q4 2017 and has held it in 23 quarters since.
  • Intercontinental Wealth Advisors's Amazon position peaked at $9.12M in Q3 2021.
  • 4,323 funds tracked by Wall St. Rank held Amazon as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.