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Janiczek Wealth Management’s Amazon AMZN Stock Holding History

Janiczek 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 		$3.63M Buy
18,789
+480
+3% +$88.2K 0.76% 22
2024
Q1 		$3.3M Buy
18,309
+1,549
+9% +$259K 0.7% 23
2023
Q4 		$2.55M Buy
16,760
+2,167
+15% +$304K 0.61% 21
2023
Q3 		$1.86M Buy
14,593
+7,133
+96% +$956K 0.49% 22
2023
Q2 		$972K Buy
7,460
+945
+15% +$108K 0.27% 35
2023
Q1 		$668K Buy
6,515
+1,434
+28% +$139K 0.19% 39
2022
Q4 		$484K Sell
5,081
-1,395
-22% -$138K 0.14% 51
2022
Q3 		$736K Buy
6,476
+987
+18% +$125K 0.24% 38
2022
Q2 		$741K Sell
5,489
-11
-0.2% -$1.38K 0.22% 41
2022
Q1 		$897K Sell
5,500
-1,720
-24% -$266K 0.25% 35
2021
Q4 		$1.2M Buy
7,220
+380
+6% +$65K 0.36% 29
2021
Q3 		$1.12M Buy
6,840
+1,420
+26% +$245K 0.4% 28
2021
Q2 		$932K Buy
5,420
+1,140
+27% +$189K 0.34% 31
2021
Q1 		$662K Sell
4,280
-260
-6% -$41.2K 0.26% 33
2020
Q4 		$739K Buy
4,540
+2,260
+99% +$361K 0.36% 26
2020
Q3 		$359K Buy
2,280
+1,140
+100% +$180K 0.19% 33
2020
Q2 		$157K Buy
1,140
+200
+21% +$24.2K 0.09% 47
2020
Q1 		$92K Sell
940
-2,000
-68% -$194K 0.05% 48
2019
Q4 		$272K Buy
2,940
+240
+9% +$21.2K 0.12% 33
2019
Q3 		$234K Hold
2,700
– – 0.11% 33
2019
Q2 		$256K Buy
2,700
+400
+17% +$37.3K 0.12% 33
2019
Q1 		$205K Buy
2,300
+240
+12% +$20K 0.1% 40
2018
Q4 		$155K Hold
2,060
– – 0.08% 44
2018
Q3 		$206K Hold
2,060
– – 0.11% 39
2018
Q2 		$175K Buy
+2,060
New +$164K 0.09% 42

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Janiczek Wealth Management's AMZN Position: Q2 2024 in Review

Janiczek Wealth Management increased its Amazon (AMZN) stake by 2.6% in Q2 2024, buying an estimated $88.2K and bringing the position to 18,789 shares worth $3.63M. The position accounts for 0.76% of the portfolio, ranked #22.

Janiczek Wealth Management first reported a position in AMZN in Q2 2018 and has held it in 25 quarters since. 4,922 funds tracked by Wall St. Rank hold AMZN as of Q2 2024.

  • Janiczek Wealth Management held 18,789 shares of Amazon worth $3.63M as of Q2 2024.
  • Janiczek Wealth Management bought 480 Amazon shares in Q2 2024, an estimated $88.2K.
  • Amazon made up 0.76% of Janiczek Wealth Management's portfolio in Q2 2024, its #22 holding.
  • Janiczek Wealth Management first reported a position in Amazon in Q2 2018 and has held it in 25 quarters since.
  • 4,922 funds tracked by Wall St. Rank held Amazon as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.