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Kore Private Wealth’s Amazon AMZN Stock Holding History

Kore Private Wealth’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
2022
Q3 		$10.5M Sell
93,107
-8,671
-9% -$1.1M 1.9% 13
2022
Q2 		$10.8M Buy
101,778
+358
+0.4% +$44.8K 1.67% 13
2022
Q1 		$16.5M Buy
101,420
+3,080
+3% +$476K 2.08% 9
2021
Q4 		$16.4M Sell
98,340
-9,120
-8% -$1.56M 2% 12
2021
Q3 		$17.7M Sell
107,460
-10,640
-9% -$1.84M 1.86% 10
2021
Q2 		$20.3M Buy
118,100
+8,040
+7% +$1.34M 2.28% 9
2021
Q1 		$17M Sell
110,060
-15,700
-12% -$2.49M 2.3% 9
2020
Q4 		$20.5M Sell
125,760
-200
-0.2% -$31.9K 3.15% 7
2020
Q3 		$19.8M Buy
125,960
+3,940
+3% +$621K 3.83% 5
2020
Q2 		$16.8M Buy
122,020
+14,860
+14% +$1.79M 3.44% 5
2020
Q1 		$10.4M Buy
107,160
+27,620
+35% +$2.67M 2.5% 7
2019
Q4 		$7.35M Sell
79,540
-8,620
-10% -$763K 1.4% 17
2019
Q3 		$7.65M Buy
88,160
+780
+0.9% +$72.3K 1.72% 12
2019
Q2 		$8.27M Buy
87,380
+1,680
+2% +$156K 1.87% 12
2019
Q1 		$7.63M Buy
85,700
+640
+0.8% +$53.3K 1.72% 13
2018
Q4 		$6.39M Buy
+85,060
New +$7.07M 1.76% 11

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

Kore Private Wealth's AMZN Position: Q3 2022 in Review

Kore Private Wealth reduced its Amazon (AMZN) stake by 8.5% in Q3 2022, selling an estimated $1.1M and leaving 93,107 shares worth $10.5M. The position accounts for 1.9% of the portfolio, ranked #13.

Kore Private Wealth first reported a position in AMZN in Q4 2018 and has held it in 16 quarters since. The position peaked at $20.5M in Q4 2020. 4,075 funds tracked by Wall St. Rank hold AMZN as of Q3 2022.

  • Kore Private Wealth held 93,107 shares of Amazon worth $10.5M as of Q3 2022.
  • Kore Private Wealth sold 8,671 Amazon shares in Q3 2022, an estimated $1.1M.
  • Amazon made up 1.9% of Kore Private Wealth's portfolio in Q3 2022, its #13 holding.
  • Kore Private Wealth first reported a position in Amazon in Q4 2018 and has held it in 16 quarters since.
  • Kore Private Wealth's Amazon position peaked at $20.5M in Q4 2020.
  • 4,075 funds tracked by Wall St. Rank held Amazon as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.