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KLR Investment Advisors’s Amazon AMZN Stock Holding History

KLR Investment 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
2024
Q1 		$1.08M Buy
6,120
+690
+13% +$115K 0.78% 28
2023
Q4 		$825K Buy
5,430
+1,162
+27% +$163K 0.6% 40
2023
Q3 		$441K Sell
4,268
-239
-5% -$32K 0.4% 78
2023
Q2 		$588K Buy
4,507
+609
+16% +$69.5K 0.48% 51
2023
Q1 		$403K Sell
3,898
-24
-0.6% -$2.32K 0.35% 92
2022
Q4 		$329K Buy
+3,922
New +$387K 0.27% 128

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

KLR Investment Advisors's AMZN Position: Q1 2024 in Review

KLR Investment Advisors increased its Amazon (AMZN) stake by 13% in Q1 2024, buying an estimated $115K and bringing the position to 6,120 shares worth $1.08M. The position accounts for 0.78% of the portfolio, ranked #28.

KLR Investment Advisors first reported a position in AMZN in Q4 2022 and has held it in 6 quarters since. 4,850 funds tracked by Wall St. Rank hold AMZN as of Q1 2024.

  • KLR Investment Advisors held 6,120 shares of Amazon worth $1.08M as of Q1 2024.
  • KLR Investment Advisors bought 690 Amazon shares in Q1 2024, an estimated $115K.
  • Amazon made up 0.78% of KLR Investment Advisors's portfolio in Q1 2024, its #28 holding.
  • KLR Investment Advisors first reported a position in Amazon in Q4 2022 and has held it in 6 quarters since.
  • 4,850 funds tracked by Wall St. Rank held Amazon as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.