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Paradigm Financial Advisors’s Amazon AMZN Stock Holding History

Paradigm Financial 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
2021
Q4 		$10.4M Buy
62,480
+500
+0.8% +$85.6K 2.3% 13
2021
Q3 		$10.2M Sell
61,980
-140
-0.2% -$24.1K 2.35% 10
2021
Q2 		$10.7M Buy
62,120
+340
+0.6% +$56.5K 2.38% 9
2021
Q1 		$9.56M Buy
61,780
+2,040
+3% +$323K 2.32% 10
2020
Q4 		$9.73M Buy
59,740
+13,960
+30% +$2.23M 2.63% 11
2020
Q3 		$7.21M Sell
45,780
-620
-1% -$97.7K 2.05% 13
2020
Q2 		$6.4M Buy
46,400
+9,880
+27% +$1.19M 2.03% 14
2020
Q1 		$3.56M Buy
36,520
+4,740
+15% +$459K 1.32% 23
2019
Q4 		$2.94M Buy
31,780
+6,140
+24% +$543K 1.01% 30
2019
Q3 		$2.23M Buy
25,640
+520
+2% +$48.2K 0.87% 38
2019
Q2 		$2.38M Buy
25,120
+3,380
+16% +$315K 0.88% 40
2019
Q1 		$1.94M Buy
21,740
+12,200
+128% +$1.02M 0.73% 44
2018
Q4 		$716K Buy
9,540
+380
+4% +$31.6K 0.32% 59
2018
Q3 		$917K Buy
9,160
+1,320
+17% +$124K 0.36% 52
2018
Q2 		$666K Sell
7,840
-860
-10% -$68.3K 0.28% 59
2018
Q1 		$629K Buy
8,700
+1,560
+22% +$112K 0.27% 60
2017
Q4 		$417K Hold
7,140
– – 0.19% 74
2017
Q3 		$343K Hold
7,140
– – 0.17% 81
2017
Q2 		$346K Buy
7,140
+400
+6% +$19.1K 0.18% 81
2017
Q1 		$298K Buy
6,740
+1,260
+23% +$52.5K 0.15% 86
2016
Q4 		$205K Buy
+5,480
New +$215K 0.11% 97
2014
Q2 		– Sell
-4,500
Closed -$76K – 89
2014
Q1 		$76K Sell
4,500
-3,400
-43% -$63.1K 0.07% 103
2013
Q4 		$158K Buy
+7,900
New +$142K 0.16% 80

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Financial Advisors's AMZN Position: Q4 2021 in Review

Paradigm Financial Advisors increased its Amazon (AMZN) stake by 0.81% in Q4 2021, buying an estimated $85.6K and bringing the position to 62,480 shares worth $10.4M. The position accounts for 2.3% of the portfolio, ranked #13.

Paradigm Financial Advisors first reported a position in AMZN in Q4 2013 and has held it in 23 quarters since. The position peaked at $10.7M in Q2 2021. 4,196 funds tracked by Wall St. Rank hold AMZN as of Q4 2021.

  • Paradigm Financial Advisors held 62,480 shares of Amazon worth $10.4M as of Q4 2021.
  • Paradigm Financial Advisors bought 500 Amazon shares in Q4 2021, an estimated $85.6K.
  • Amazon made up 2.3% of Paradigm Financial Advisors's portfolio in Q4 2021, its #13 holding.
  • Paradigm Financial Advisors first reported a position in Amazon in Q4 2013 and has held it in 23 quarters since.
  • Paradigm Financial Advisors's Amazon position peaked at $10.7M in Q2 2021.
  • 4,196 funds tracked by Wall St. Rank held Amazon as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.