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Nauset Wealth Management’s Amazon AMZN Stock Holding History

Nauset 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
Q1 		$11M Buy
67,260
+700
+1% +$108K 8.72% 1
2021
Q4 		$11.1M Buy
+66,560
New +$11.4M 10.58% 1

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nauset Wealth Management's AMZN Position: Q1 2022 in Review

Nauset Wealth Management increased its Amazon (AMZN) stake by 1.1% in Q1 2022, buying an estimated $108K and bringing the position to 67,260 shares worth $11M. The position accounts for 8.72% of the portfolio, ranked #1.

Nauset Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 2 quarters since. The position peaked at $11.1M in Q4 2021. 4,165 funds tracked by Wall St. Rank hold AMZN as of Q1 2022.

  • Nauset Wealth Management held 67,260 shares of Amazon worth $11M as of Q1 2022.
  • Nauset Wealth Management bought 700 Amazon shares in Q1 2022, an estimated $108K.
  • Amazon made up 8.72% of Nauset Wealth Management's portfolio in Q1 2022, its #1 holding.
  • Nauset Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 2 quarters since.
  • Nauset Wealth Management's Amazon position peaked at $11.1M in Q4 2021.
  • 4,165 funds tracked by Wall St. Rank held Amazon as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.