MA
AMZN icon

Momentum Advisors’s Amazon AMZN Stock Holding History

Momentum 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
2022
Q4 		$1.15M Sell
13,716
-1,238
-8% -$122K 1.17% 20
2022
Q3 		$1.69M Buy
14,954
+1,050
+8% +$133K 1.87% 11
2022
Q2 		$1.48M Buy
+13,904
New +$1.74M 1.66% 17

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Momentum Advisors's AMZN Position: Q4 2022 in Review

Momentum Advisors reduced its Amazon (AMZN) stake by 8.3% in Q4 2022, selling an estimated $122K and leaving 13,716 shares worth $1.15M. The position accounts for 1.17% of the portfolio, ranked #20.

Momentum Advisors first reported a position in AMZN in Q2 2022 and has held it in 3 quarters since. The position peaked at $1.69M in Q3 2022. 4,120 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

  • Momentum Advisors held 13,716 shares of Amazon worth $1.15M as of Q4 2022.
  • Momentum Advisors sold 1,238 Amazon shares in Q4 2022, an estimated $122K.
  • Amazon made up 1.17% of Momentum Advisors's portfolio in Q4 2022, its #20 holding.
  • Momentum Advisors first reported a position in Amazon in Q2 2022 and has held it in 3 quarters since.
  • Momentum Advisors's Amazon position peaked at $1.69M in Q3 2022.
  • 4,120 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.