LAM
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Lountzis Asset Management’s Amazon AMZN Stock Holding History

Lountzis Asset 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
2021
Q4 		– Sell
-320
Closed -$52.6K – 37
2021
Q3 		$52.6K Buy
320
+120
+60% +$20.7K 0.03% 57
2021
Q2 		$34K Hold
200
– – 0.02% 60
2021
Q1 		$30.9K Hold
200
– – 0.02% 60
2020
Q4 		$33K Hold
200
– – 0.02% 57
2020
Q3 		$31K Hold
200
– – 0.03% 52
2020
Q2 		$28K Buy
+200
New +$24.2K 0.03% 51

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

Lountzis Asset Management's AMZN Position: Q4 2021 in Review

Lountzis Asset Management sold out of Amazon (AMZN) in Q4 2021, closing a stake of 320 shares — an estimated $52.6K sold.

Lountzis Asset Management first reported a position in AMZN in Q2 2020 and held it in 6 quarters. The position peaked at $52.6K in Q3 2021. 4,196 funds tracked by Wall St. Rank hold AMZN as of Q4 2021.

  • Lountzis Asset Management reported no remaining Amazon position as of Q4 2021 after selling out during the quarter.
  • Lountzis Asset Management sold 320 Amazon shares in Q4 2021, an estimated $52.6K.
  • Lountzis Asset Management first reported a position in Amazon in Q2 2020 and held it in 6 quarters.
  • Lountzis Asset Management's Amazon position peaked at $52.6K in Q3 2021.
  • 4,196 funds tracked by Wall St. Rank held Amazon as of Q4 2021.

Based on Lountzis Asset Management's 13F filing for Q4 2021, filed 26 Jan 2022.