Lenox Wealth Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $4.75M | Buy |
30,720
+540
| +2% | +$83.4K | 0.59% | 17 |
|
|
2021
Q4 | $5.03M | Buy |
30,180
+2,300
| +8% | +$394K | 0.6% | 18 |
|
|
2021
Q3 | $4.58M | Sell |
27,880
-380
| -1% | -$65.5K | 0.59% | 17 |
|
|
2021
Q2 | $4.86M | Buy |
28,260
+80
| +0.3% | +$13.3K | 0.62% | 17 |
|
|
2021
Q1 | $4.36M | Sell |
28,180
-2,400
| -8% | -$380K | 0.6% | 18 |
|
|
2020
Q4 | $4.98M | Sell |
30,580
-2,140
| -7% | -$341K | 0.71% | 17 |
|
|
2020
Q3 | $5.15M | Sell |
32,720
-500
| -2% | -$78.8K | 0.77% | 19 |
|
|
2020
Q2 | $4.58M | Buy |
33,220
+1,940
| +6% | +$234K | 0.73% | 17 |
|
|
2020
Q1 | $3.05M | Sell |
31,280
-260
| -0.8% | -$25.2K | 0.57% | 20 |
|
|
2019
Q4 | $2.91M | Buy |
31,540
+480
| +2% | +$42.5K | 0.45% | 20 |
|
|
2019
Q3 | $2.7M | Buy |
31,060
+5,100
| +20% | +$473K | 0.45% | 19 |
|
|
2019
Q2 | $2.46M | Sell |
25,960
-2,140
| -8% | -$199K | 0.43% | 19 |
|
|
2019
Q1 | $2.5M | Sell |
28,100
-380
| -1% | -$31.6K | 0.47% | 18 |
|
|
2018
Q4 | $2.14M | Sell |
28,480
-1,780
| -6% | -$148K | 0.45% | 19 |
|
|
2018
Q3 | $3.03M | Buy |
30,260
+12,440
| +70% | +$1.17M | 0.62% | 14 |
|
|
2018
Q2 | $1.51M | Buy |
17,820
+2,880
| +19% | +$229K | 0.33% | 19 |
|
|
2018
Q1 | $1.08M | Buy |
14,940
+4,500
| +43% | +$322K | 0.25% | 18 |
|
|
2017
Q4 | $610K | Buy |
10,440
+300
| +3% | +$16.5K | 0.17% | 18 |
|
|
2017
Q3 | $487K | Buy |
10,140
+40
| +0.4% | +$1.97K | 0.15% | 18 |
|
|
2017
Q2 | $489K | Hold |
10,100
| – | – | 0.16% | 17 |
|
|
2017
Q1 | $448K | Hold |
10,100
| – | – | 0.14% | 17 |
|
|
2016
Q4 | $379K | Sell |
10,100
-1,140
| -10% | -$44.7K | 0.12% | 19 |
|
|
2016
Q3 | $471K | Hold |
11,240
| – | – | 0.14% | 22 |
|
|
2016
Q2 | $402K | Sell |
11,240
-120
| -1% | -$4.06K | 0.12% | 24 |
|
|
2016
Q1 | $337K | Sell |
11,360
-2,260
| -17% | -$64.1K | 0.1% | 26 |
|
|
2015
Q4 | $460K | Buy |
13,620
+2,400
| +21% | +$75.7K | 0.15% | 24 |
|
|
2015
Q3 | $287K | Buy |
11,220
+1,000
| +10% | +$25.3K | 0.1% | 27 |
|
|
2015
Q2 | $222K | Buy |
10,220
+120
| +1% | +$2.51K | 0.1% | 28 |
|
|
2015
Q1 | $188K | Hold |
10,100
| – | – | 0.08% | 34 |
|
|
2014
Q4 | $157K | Hold |
10,100
| – | – | 0.07% | 40 |
|
|
2014
Q3 | $163K | Sell |
10,100
-2,480
| -20% | -$41.2K | 0.07% | 30 |
|
|
2014
Q2 | $204K | Buy |
12,580
+2,480
| +25% | +$39.2K | 0.09% | 19 |
|
|
2014
Q1 | $173K | Sell |
10,100
-1,020
| -9% | -$18.9K | 0.1% | 21 |
|
|
2013
Q4 | $222K | Buy |
11,120
+620
| +6% | +$11.1K | 0.16% | 23 |
|
|
2013
Q3 | $164K | Sell |
10,500
-100
| -0.9% | -$1.49K | 0.15% | 17 |
|
|
2013
Q2 | $147K | Buy |
+10,600
| New | +$141K | 0.17% | 20 |
|
Other funds holding AMZN
WA
Lenox Wealth Advisors's AMZN Position: Q1 2022 in Review
Lenox Wealth Advisors increased its Amazon (AMZN) stake by 1.8% in Q1 2022, buying an estimated $83.4K and bringing the position to 30,720 shares worth $4.75M. The position accounts for 0.59% of the portfolio, ranked #17.
Lenox Wealth Advisors first reported a position in AMZN in Q2 2013 and has held it in 36 quarters since. The position peaked at $5.15M in Q3 2020. 4,163 funds tracked by Wall St. Rank hold AMZN as of Q1 2022.
- Lenox Wealth Advisors held 30,720 shares of Amazon worth $4.75M as of Q1 2022.
- Lenox Wealth Advisors bought 540 Amazon shares in Q1 2022, an estimated $83.4K.
- Amazon made up 0.59% of Lenox Wealth Advisors's portfolio in Q1 2022, its #17 holding.
- Lenox Wealth Advisors first reported a position in Amazon in Q2 2013 and has held it in 36 quarters since.
- Lenox Wealth Advisors's Amazon position peaked at $5.15M in Q3 2020.
- 4,163 funds tracked by Wall St. Rank held Amazon as of Q1 2022.
Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.