PFS Investments’s Amazon AMZN Stock Holding History

PFS Investments’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	$25.7M	Buy	196,976 +35,956	+22%	+$4.11M	0.42%	77
2023 Q1	$16.4M	Buy	161,020 +18,736	+13%	+$1.81M	0.28%	99
2022 Q4	$12M	Buy	142,284 +15,268	+12%	+$1.51M	0.22%	103
2022 Q3	$14.4M	Buy	127,016 +16,489	+15%	+$2.08M	0.26%	84
2022 Q2	$11.7M	Buy	110,527 +16,667	+18%	+$2.09M	0.24%	111
2022 Q1	$15.3M	Buy	93,860 +17,680	+23%	+$2.73M	0.29%	93
2021 Q4	$12.7M	Buy	76,180 +16,940	+29%	+$2.9M	0.25%	113
2021 Q3	$10.3M	Buy	59,240 +11,860	+25%	+$2.05M	0.21%	110
2021 Q2	$8.81M	Buy	47,380 +18,880	+66%	+$3.14M	0.2%	123
2021 Q1	$4.41M	Buy	28,500 +10,300	+57%	+$1.63M	0.11%	165
2020 Q4	$2.83M	Buy	18,200 +4,500	+33%	+$718K	0.08%	190
2020 Q3	$2.16M	Buy	13,700 +3,640	+36%	+$574K	0.07%	186
2020 Q2	$1.39M	Buy	10,060 +3,760	+60%	+$454K	0.05%	188
2020 Q1	$614K	Buy	6,300 +3,680	+140%	+$356K	0.03%	208
2019 Q4	$242K	Buy	+2,620	New	+$232K	0.01%	234

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PFS Investments's AMZN Position: Q2 2023 in Review

PFS Investments increased its Amazon (AMZN) stake by 22% in Q2 2023, buying an estimated $4.11M and bringing the position to 196,976 shares worth $25.7M. The position accounts for 0.42% of the portfolio, ranked #77.

PFS Investments first reported a position in AMZN in Q4 2019 and has held it in 15 quarters since. 4,328 funds tracked by Wall St. Rank hold AMZN as of Q2 2023.

PFS Investments held 196,976 shares of Amazon worth $25.7M as of Q2 2023.
PFS Investments bought 35,956 Amazon shares in Q2 2023, an estimated $4.11M.
Amazon made up 0.42% of PFS Investments's portfolio in Q2 2023, its #77 holding.
PFS Investments first reported a position in Amazon in Q4 2019 and has held it in 15 quarters since.
4,328 funds tracked by Wall St. Rank held Amazon as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.