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Pathstone Family Office’s Amazon AMZN Stock Holding History

Pathstone Family Office’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
2023
Q2 		– Sell
-3,300
Closed -$68.8K – 1246
2023
Q1 		$68.8K Buy
+3,300
New +$319K ﹤0.01% 1154

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pathstone Family Office's AMZN Position: Q3 2023 in Review

Pathstone Family Office increased its Amazon (AMZN) stake by 56% in Q3 2023, buying an estimated $41.1M and bringing the position to 855,736 shares worth $109M. The position accounts for 0.83% of the portfolio, ranked #21.

Pathstone Family Office first reported a position in AMZN in Q2 2013 and has held it in 42 quarters since. The position peaked at $134M in Q3 2022. 4,374 funds tracked by Wall St. Rank hold AMZN as of Q3 2023.

  • Pathstone Family Office held 855,736 shares of Amazon worth $109M as of Q3 2023.
  • Pathstone Family Office bought 307,043 Amazon shares in Q3 2023, an estimated $41.1M.
  • Amazon made up 0.83% of Pathstone Family Office's portfolio in Q3 2023, its #21 holding.
  • Pathstone Family Office first reported a position in Amazon in Q2 2013 and has held it in 42 quarters since.
  • Pathstone Family Office's Amazon position peaked at $134M in Q3 2022.
  • 4,374 funds tracked by Wall St. Rank held Amazon as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.