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J. Arnold Wealth Management’s Amazon AMZN Stock Holding History

J. Arnold 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
2023
Q4 		$24.5M Buy
161,407
+71,633
+80% +$10M 8.35% 5
2023
Q3 		$11.4M Buy
+89,774
New +$12M 4.62% 8
2023
Q2 		– Sell
-208,960
Closed -$21.6M – 22
2023
Q1 		$21.6M Buy
208,960
+3,077
+1% +$297K 10.54% 3
2022
Q4 		$17.3M Buy
205,883
+8,599
+4% +$849K 8.53% 3
2022
Q3 		$22.3M Buy
197,284
+8,105
+4% +$1.02M 12.56% 2
2022
Q2 		$20.1M Buy
189,179
+15,939
+9% +$1.99M 15.33% 2
2022
Q1 		$28.2M Buy
173,240
+27,400
+19% +$4.23M 15.18% 2
2021
Q4 		$24.3M Buy
145,840
+360
+0.2% +$61.6K 10.91% 3
2021
Q3 		$23.9M Buy
145,480
+6,160
+4% +$1.06M 11.52% 3
2021
Q2 		$24M Buy
139,320
+6,740
+5% +$1.12M 11.65% 3
2021
Q1 		$20.4M Sell
132,580
-165,980
-56% -$26.3M 11.29% 2
2020
Q4 		$48.6M Sell
298,560
-7,920
-3% -$1.26M 28.71% 1
2020
Q3 		$48.3M Buy
306,480
+10,580
+4% +$1.67M 35.84% 1
2020
Q2 		$40.8M Buy
295,900
+161,220
+120% +$19.5M 34.17% 1
2020
Q1 		$13.1M Buy
134,680
+1,320
+1% +$128K 38.31% 1
2019
Q4 		$12.3M Buy
+133,360
New +$11.8M 15.82% 1

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
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

J. Arnold Wealth Management's AMZN Position: Q4 2023 in Review

J. Arnold Wealth Management increased its Amazon (AMZN) stake by 80% in Q4 2023, buying an estimated $10M and bringing the position to 161,407 shares worth $24.5M. The position accounts for 8.35% of the portfolio, ranked #5.

J. Arnold Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 16 quarters since. The position peaked at $48.6M in Q4 2020. 4,724 funds tracked by Wall St. Rank hold AMZN as of Q4 2023.

  • J. Arnold Wealth Management held 161,407 shares of Amazon worth $24.5M as of Q4 2023.
  • J. Arnold Wealth Management bought 71,633 Amazon shares in Q4 2023, an estimated $10M.
  • Amazon made up 8.35% of J. Arnold Wealth Management's portfolio in Q4 2023, its #5 holding.
  • J. Arnold Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 16 quarters since.
  • J. Arnold Wealth Management's Amazon position peaked at $48.6M in Q4 2020.
  • 4,724 funds tracked by Wall St. Rank held Amazon as of Q4 2023.

Based on J. Arnold Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.