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Karpas Strategies’s Amazon AMZN Stock Holding History

Karpas Strategies’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 		$501K Sell
2,595
-80
-3% -$14.7K 0.16% 84
2024
Q1 		$483K Buy
2,675
+80
+3% +$13.4K 0.15% 85
2023
Q4 		$394K Buy
2,595
+880
+51% +$123K 0.13% 89
2023
Q3 		$218K Hold
1,715
– – 0.08% 110
2023
Q2 		$224K Buy
+1,715
New +$196K 0.08% 117
2022
Q2 		– Sell
-1,680
Closed -$274K – 116
2022
Q1 		$274K Buy
1,680
+300
+22% +$46.4K 0.09% 109
2021
Q4 		$230K Buy
+1,380
New +$236K 0.07% 113

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

Karpas Strategies's AMZN Position: Q2 2024 in Review

Karpas Strategies reduced its Amazon (AMZN) stake by 3% in Q2 2024, selling an estimated $14.7K and leaving 2,595 shares worth $501K. The position accounts for 0.16% of the portfolio, ranked #84.

Karpas Strategies first reported a position in AMZN in Q4 2021 and has held it in 7 quarters since. 4,923 funds tracked by Wall St. Rank hold AMZN as of Q2 2024.

  • Karpas Strategies held 2,595 shares of Amazon worth $501K as of Q2 2024.
  • Karpas Strategies sold 80 Amazon shares in Q2 2024, an estimated $14.7K.
  • Amazon made up 0.16% of Karpas Strategies's portfolio in Q2 2024, its #84 holding.
  • Karpas Strategies first reported a position in Amazon in Q4 2021 and has held it in 7 quarters since.
  • 4,923 funds tracked by Wall St. Rank held Amazon as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.