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Lumature Wealth Partners’s Amazon AMZN Stock Holding History

Lumature Wealth Partners’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
2023
Q2 		$2.02M Sell
15,500
-602
-4% -$68.7K 1.2% 18
2023
Q1 		$1.66M Buy
16,102
+6,475
+67% +$626K 0.93% 21
2022
Q4 		$809K Sell
9,627
-725
-7% -$71.6K 0.45% 47
2022
Q3 		$1.17M Buy
10,352
+855
+9% +$108K 0.63% 34
2022
Q2 		$1.01M Buy
9,497
+2,157
+29% +$270K 0.45% 47
2022
Q1 		$1.2M Buy
7,340
+460
+7% +$71.1K 0.48% 49
2021
Q4 		$1.15M Buy
6,880
+260
+4% +$44.5K 0.45% 49
2021
Q3 		$1.09M Buy
6,620
+660
+11% +$114K 0.44% 48
2021
Q2 		$1.02M Buy
5,960
+1,000
+20% +$166K 0.42% 47
2021
Q1 		$767K Buy
4,960
+960
+24% +$152K 0.4% 51
2020
Q4 		$651K Buy
+4,000
New +$638K 0.62% 41

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lumature Wealth Partners's AMZN Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Amazon (AMZN) stake by 3.7% in Q2 2023, selling an estimated $68.7K and leaving 15,500 shares worth $2.02M. The position accounts for 1.2% of the portfolio, ranked #18.

Lumature Wealth Partners first reported a position in AMZN in Q4 2020 and has held it in 11 quarters since. 4,323 funds tracked by Wall St. Rank hold AMZN as of Q2 2023.

  • Lumature Wealth Partners held 15,500 shares of Amazon worth $2.02M as of Q2 2023.
  • Lumature Wealth Partners sold 602 Amazon shares in Q2 2023, an estimated $68.7K.
  • Amazon made up 1.2% of Lumature Wealth Partners's portfolio in Q2 2023, its #18 holding.
  • Lumature Wealth Partners first reported a position in Amazon in Q4 2020 and has held it in 11 quarters since.
  • 4,323 funds tracked by Wall St. Rank held Amazon as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.