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Newfound Research’s Amazon AMZN Stock Holding History

Newfound Research’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 		– Sell
-620
Closed -$101K – 133
2022
Q1 		$101K Sell
620
-260
-30% -$40.2K 0.13% 100
2021
Q4 		$147K Buy
880
+200
+29% +$34.2K 0.18% 51
2021
Q3 		$112K Buy
680
+160
+31% +$27.6K 0.18% 39
2021
Q2 		$89K Buy
520
+200
+63% +$33.2K 0.18% 42
2021
Q1 		$50K Buy
+320
New +$50.7K 0.12% 102
2020
Q4 		– Sell
-260
Closed -$41K – 129
2020
Q3 		$41K Buy
+260
New +$41K 0.12% 32

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

Newfound Research's AMZN Position: Q2 2022 in Review

Newfound Research sold out of Amazon (AMZN) in Q2 2022, closing a stake of 620 shares — an estimated $101K sold.

Newfound Research first reported a position in AMZN in Q3 2020 and held it in 6 quarters. The position peaked at $147K in Q4 2021. 4,039 funds tracked by Wall St. Rank hold AMZN as of Q2 2022.

  • Newfound Research reported no remaining Amazon position as of Q2 2022 after selling out during the quarter.
  • Newfound Research sold 620 Amazon shares in Q2 2022, an estimated $101K.
  • Newfound Research first reported a position in Amazon in Q3 2020 and held it in 6 quarters.
  • Newfound Research's Amazon position peaked at $147K in Q4 2021.
  • 4,039 funds tracked by Wall St. Rank held Amazon as of Q2 2022.

Based on Newfound Research's 13F filing for Q2 2022, filed 15 Jul 2022.