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Johanson Financial Advisors’s Amazon AMZN Stock Holding History

Johanson Financial 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
2021
Q4 		$4.43M Sell
26,600
-220
-0.8% -$37.7K 1.36% 23
2021
Q3 		$4.41M Buy
26,820
+220
+0.8% +$37.9K 1.52% 20
2021
Q2 		$4.83M Buy
26,600
+740
+3% +$123K 1.63% 20
2021
Q1 		$4.31M Sell
25,860
-280
-1% -$44.4K 1.57% 20
2020
Q4 		$4.26M Buy
26,140
+1,520
+6% +$243K 1.72% 18
2020
Q3 		$3.94M Buy
24,620
+320
+1% +$50.4K 1.76% 17
2020
Q2 		$3.35M Buy
24,300
+1,140
+5% +$138K 1.67% 18
2020
Q1 		$2.25M Sell
23,160
-41,885,820
-100% -$4.05B 1.3% 26
2019
Q4 		$1.13M Buy
41,908,980
+41,886,400
+185,502% +$3.71B 0.05% 131
2019
Q3 		$1.95M Buy
22,580
+600
+3% +$55.6K 1.02% 32
2019
Q2 		$2.08M Buy
21,980
+1,140
+5% +$106K 1.11% 30
2019
Q1 		$1.86M Buy
20,840
+1,540
+8% +$128K 1.04% 32
2018
Q4 		$1.46M Buy
19,300
+900
+5% +$74.8K 0.98% 31
2018
Q3 		$1.84M Buy
18,400
+1,480
+9% +$139K 1.07% 30
2018
Q2 		$1.44M Sell
16,920
-180
-1% -$14.3K 0.91% 30
2018
Q1 		$1.23M Sell
17,100
-1,480
-8% -$106K 0.82% 35
2017
Q4 		$1.09M Buy
18,580
+120
+0.7% +$6.6K 0.72% 36
2017
Q3 		$888K Buy
18,460
+1,200
+7% +$58.9K 0.65% 41
2017
Q2 		$838K Buy
17,260
+1,480
+9% +$70.6K 0.68% 36
2017
Q1 		$700K Buy
+15,780
New +$658K 0.62% 40

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Johanson Financial Advisors's AMZN Position: Q4 2021 in Review

Johanson Financial Advisors reduced its Amazon (AMZN) stake by 0.82% in Q4 2021, selling an estimated $37.7K and leaving 26,600 shares worth $4.43M. The position accounts for 1.36% of the portfolio, ranked #23.

Johanson Financial Advisors first reported a position in AMZN in Q1 2017 and has held it in 20 quarters since. The position peaked at $4.83M in Q2 2021. 4,196 funds tracked by Wall St. Rank hold AMZN as of Q4 2021.

  • Johanson Financial Advisors held 26,600 shares of Amazon worth $4.43M as of Q4 2021.
  • Johanson Financial Advisors sold 220 Amazon shares in Q4 2021, an estimated $37.7K.
  • Amazon made up 1.36% of Johanson Financial Advisors's portfolio in Q4 2021, its #23 holding.
  • Johanson Financial Advisors first reported a position in Amazon in Q1 2017 and has held it in 20 quarters since.
  • Johanson Financial Advisors's Amazon position peaked at $4.83M in Q2 2021.
  • 4,196 funds tracked by Wall St. Rank held Amazon as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.