NFP
AMZN icon

Novak Financial Planning’s Amazon AMZN Stock Holding History

Novak Financial Planning’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
2021
Q2 		$1.6M Hold
9,320
– – 0.78% 40
2021
Q1 		$1.44M Buy
9,320
+60
+0.6% +$9.51K 0.79% 39
2020
Q4 		$1.51M Buy
+9,260
New +$1.48M 0.89% 34

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Novak Financial Planning's AMZN Position: Q2 2021 in Review

Novak Financial Planning held its Amazon (AMZN) position steady in Q2 2021 at 9,320 shares worth $1.6M. The position accounts for 0.78% of the portfolio, ranked #40.

Novak Financial Planning first reported a position in AMZN in Q4 2020 and has held it in 3 quarters since. 3,764 funds tracked by Wall St. Rank hold AMZN as of Q2 2021.

  • Novak Financial Planning held 9,320 shares of Amazon worth $1.6M as of Q2 2021.
  • Novak Financial Planning left its Amazon share count unchanged in Q2 2021.
  • Amazon made up 0.78% of Novak Financial Planning's portfolio in Q2 2021, its #40 holding.
  • Novak Financial Planning first reported a position in Amazon in Q4 2020 and has held it in 3 quarters since.
  • 3,764 funds tracked by Wall St. Rank held Amazon as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.