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Lighthouse Financial Advisors’s Amazon AMZN Stock Holding History

Lighthouse Financial 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
2021
Q1 		$3.76M Buy
24,280
+2,560
+12% +$406K 1.14% 14
2020
Q4 		$3.54M Buy
21,720
+1,700
+8% +$271K 1.2% 14
2020
Q3 		$3.15M Sell
20,020
-1,760
-8% -$277K 1.2% 15
2020
Q2 		$2.95M Buy
21,780
+3,600
+20% +$435K 1.25% 15
2020
Q1 		$1.77M Sell
18,180
-840
-4% -$81.3K 1.08% 31
2019
Q4 		$1.76M Buy
+19,020
New +$1.68M 0.83% 40

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lighthouse Financial Advisors's AMZN Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its Amazon (AMZN) stake by 12% in Q1 2021, buying an estimated $406K and bringing the position to 24,280 shares worth $3.76M. The position accounts for 1.14% of the portfolio, ranked #14.

Lighthouse Financial Advisors first reported a position in AMZN in Q4 2019 and has held it in 6 quarters since. 3,697 funds tracked by Wall St. Rank hold AMZN as of Q1 2021.

  • Lighthouse Financial Advisors held 24,280 shares of Amazon worth $3.76M as of Q1 2021.
  • Lighthouse Financial Advisors bought 2,560 Amazon shares in Q1 2021, an estimated $406K.
  • Amazon made up 1.14% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #14 holding.
  • Lighthouse Financial Advisors first reported a position in Amazon in Q4 2019 and has held it in 6 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Amazon as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.