KCS Wealth Advisory’s Amazon AMZN Stock Holding History

KCS Wealth Advisory’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 Q3	$2.23M	Sell	17,580 -3,838	-18%	-$514K	0.95%	31
2023 Q2	$2.79M	Sell	21,418 -527	-2%	-$60.2K	0.97%	32
2023 Q1	$2.27M	Buy	21,945 +1,858	+9%	+$180K	0.86%	38
2022 Q4	$1.69M	Buy	20,087 +2,695	+15%	+$266K	0.7%	47
2022 Q3	$1.97M	Buy	17,392 +5,950	+52%	+$752K	0.91%	38
2022 Q2	$1.22M	Buy	11,442 +6,542	+134%	+$819K	0.54%	66
2022 Q1	$799K	Buy	4,900 +2,400	+96%	+$371K	0.37%	88
2021 Q4	$417K	Buy	2,500 +780	+45%	+$133K	0.17%	118
2021 Q3	$283K	Sell	1,720 -340	-17%	-$58.6K	0.13%	126
2021 Q2	$354K	Buy	2,060 +140	+7%	+$23.3K	0.17%	119
2021 Q1	$297K	Buy	1,920 +520	+37%	+$82.4K	0.15%	125
2020 Q4	$228K	Sell	1,400 -20	-1%	-$3.19K	0.15%	133
2020 Q3	$224K	Buy	+1,420	New	+$224K	0.18%	127
2019 Q4	–	Sell	-1,160	Closed	-$101K	–	164
2019 Q3	$101K	Buy	+1,160	New	+$108K	0.07%	195

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

KCS Wealth Advisory's AMZN Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Amazon (AMZN) stake by 18% in Q3 2023, selling an estimated $514K and leaving 17,580 shares worth $2.23M. The position accounts for 0.95% of the portfolio, ranked #31.

KCS Wealth Advisory first reported a position in AMZN in Q3 2019 and has held it in 14 quarters since. The position peaked at $2.79M in Q2 2023. 4,374 funds tracked by Wall St. Rank hold AMZN as of Q3 2023.

KCS Wealth Advisory held 17,580 shares of Amazon worth $2.23M as of Q3 2023.
KCS Wealth Advisory sold 3,838 Amazon shares in Q3 2023, an estimated $514K.
Amazon made up 0.95% of KCS Wealth Advisory's portfolio in Q3 2023, its #31 holding.
KCS Wealth Advisory first reported a position in Amazon in Q3 2019 and has held it in 14 quarters since.
KCS Wealth Advisory's Amazon position peaked at $2.79M in Q2 2023.
4,374 funds tracked by Wall St. Rank held Amazon as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.