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Minot Wealth Management’s Amazon AMZN Stock Holding History

Minot 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 		$8.16M Sell
76,850
-12,370
-14% -$1.55M 2.1% 9
2022
Q1 		$14.5M Buy
89,220
+6,580
+8% +$1.02M 3.13% 6
2021
Q4 		$13.8M Buy
82,640
+1,180
+1% +$202K 2.65% 7
2021
Q3 		$13.4M Buy
81,460
+1,500
+2% +$259K 2.89% 6
2021
Q2 		$14.7M Buy
79,960
+10,620
+15% +$1.77M 3.21% 4
2021
Q1 		$10.7M Buy
69,340
+3,780
+6% +$599K 2.74% 5
2020
Q4 		$10.7M Buy
65,560
+3,620
+6% +$578K 3.19% 3
2020
Q3 		$9.75M Buy
61,940
+6,140
+11% +$968K 3.67% 2
2020
Q2 		$7.7M Buy
55,800
+5,380
+11% +$650K 3.84% 2
2020
Q1 		$4.92M Buy
50,420
+5,660
+13% +$548K 3.52% 3
2019
Q4 		$4.22M Buy
+44,760
New +$3.96M 1.93% 11

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

Minot Wealth Management's AMZN Position: Q2 2022 in Review

Minot Wealth Management reduced its Amazon (AMZN) stake by 14% in Q2 2022, selling an estimated $1.55M and leaving 76,850 shares worth $8.16M. The position accounts for 2.1% of the portfolio, ranked #9.

Minot Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 11 quarters since. The position peaked at $14.7M in Q2 2021. 4,039 funds tracked by Wall St. Rank hold AMZN as of Q2 2022.

  • Minot Wealth Management held 76,850 shares of Amazon worth $8.16M as of Q2 2022.
  • Minot Wealth Management sold 12,370 Amazon shares in Q2 2022, an estimated $1.55M.
  • Amazon made up 2.1% of Minot Wealth Management's portfolio in Q2 2022, its #9 holding.
  • Minot Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 11 quarters since.
  • Minot Wealth Management's Amazon position peaked at $14.7M in Q2 2021.
  • 4,039 funds tracked by Wall St. Rank held Amazon as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.