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Lake Point Wealth Management’s Amazon AMZN Stock Holding History

Lake Point Wealth Management’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
Q2 		$290K Buy
2,726
+26
+1% +$3.25K 0.16% 25
2022
Q1 		$440K Sell
2,700
-80
-3% -$12.4K 0.2% 18
2021
Q4 		$463K Buy
2,780
+20
+0.7% +$3.42K 0.2% 20
2021
Q3 		$453K Sell
2,760
-100
-3% -$17.2K 0.21% 17
2021
Q2 		$492K Buy
+2,860
New +$475K 0.23% 16
2020
Q1 		$255K Sell
2,620
-120
-4% -$11.6K 0.22% 21
2019
Q4 		$253K Buy
+2,740
New +$243K 0.08% 43
2019
Q2 		$187K Hold
1,980
– – 0.06% 44
2019
Q1 		$187K Buy
1,980
+140
+8% +$11.7K 0.06% 44
2018
Q4 		$138K Buy
+1,840
New +$153K 0.05% 185

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Point Wealth Management's AMZN Position: Q2 2022 in Review

Lake Point Wealth Management increased its Amazon (AMZN) stake by 0.96% in Q2 2022, buying an estimated $3.25K and bringing the position to 2,726 shares worth $290K. The position accounts for 0.16% of the portfolio, ranked #25.

Lake Point Wealth Management first reported a position in AMZN in Q4 2018 and has held it in 10 quarters since. The position peaked at $492K in Q2 2021. 4,038 funds tracked by Wall St. Rank hold AMZN as of Q2 2022.

  • Lake Point Wealth Management held 2,726 shares of Amazon worth $290K as of Q2 2022.
  • Lake Point Wealth Management bought 26 Amazon shares in Q2 2022, an estimated $3.25K.
  • Amazon made up 0.16% of Lake Point Wealth Management's portfolio in Q2 2022, its #25 holding.
  • Lake Point Wealth Management first reported a position in Amazon in Q4 2018 and has held it in 10 quarters since.
  • Lake Point Wealth Management's Amazon position peaked at $492K in Q2 2021.
  • 4,038 funds tracked by Wall St. Rank held Amazon as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.