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Polaris Wealth Advisory Group’s Amazon AMZN Stock Holding History

Polaris Wealth Advisory Group’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
Q3 		$8.91M Sell
70,068
-7,670
-10% -$1.03M 0.68% 53
2023
Q2 		$10.1M Buy
77,738
+46,921
+152% +$5.36M 0.77% 43
2023
Q1 		$3.18M Buy
30,817
+5,910
+24% +$571K 0.23% 86
2022
Q4 		$2.37M Sell
24,907
-4,961
-17% -$490K 0.18% 89
2022
Q3 		$3.4M Buy
29,868
+724
+2% +$91.5K 0.28% 72
2022
Q2 		$3.1M Sell
29,144
-57,236
-66% -$7.16M 0.25% 65
2022
Q1 		$13.6M Buy
86,380
+12,460
+17% +$1.93M 0.91% 35
2021
Q4 		$12.3M Buy
73,920
+5,260
+8% +$900K 0.71% 49
2021
Q3 		$11.3M Buy
68,660
+3,320
+5% +$573K 0.68% 50
2021
Q2 		$11.2M Buy
65,340
+48,560
+289% +$8.07M 0.67% 47
2021
Q1 		$2.83M Sell
16,780
-33,420
-67% -$5.3M 0.18% 83
2020
Q4 		$7.99M Buy
50,200
+7,180
+17% +$1.15M 0.6% 54
2020
Q3 		$6.88M Sell
43,020
-4,800
-10% -$757K 0.65% 45
2020
Q2 		$6.88M Sell
47,820
-13,740
-22% -$1.66M 0.54% 51
2020
Q1 		$6M Buy
61,560
+4,760
+8% +$461K 0.65% 38
2019
Q4 		$5.33M Buy
56,800
+6,680
+13% +$591K 0.36% 60
2019
Q3 		$4.29M Sell
50,120
-7,560
-13% -$701K 0.35% 52
2019
Q2 		$5.54M Buy
57,680
+2,980
+5% +$278K 0.42% 53
2019
Q1 		$4.96M Sell
54,700
-1,240
-2% -$103K 0.37% 56
2018
Q4 		$4.2M Sell
55,940
-740
-1% -$61.5K 0.4% 53
2018
Q3 		$5.68M Buy
56,680
+55,480
+4,623% +$5.22M 0.39% 61
2018
Q2 		$87K Sell
1,200
-13,720
-92% -$1.09M 0.01% 112
2018
Q1 		$1.08M Buy
14,920
+40
+0.3% +$2.86K 0.09% 86
2017
Q4 		$870K Buy
14,880
+8,960
+151% +$493K 0.07% 93
2017
Q3 		$285K Buy
5,920
+440
+8% +$21.6K 0.03% 123
2017
Q2 		$265K Sell
5,480
-22,980
-81% -$1.1M 0.03% 113
2017
Q1 		$1.26M Buy
28,460
+1,680
+6% +$70K 0.14% 70
2016
Q4 		$1M Buy
26,780
+21,160
+377% +$829K 0.12% 72
2016
Q3 		$235K Hold
5,620
– – 0.03% 97
2016
Q2 		$201K Buy
+5,620
New +$190K 0.03% 94

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

Polaris Wealth Advisory Group's AMZN Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its Amazon (AMZN) stake by 9.9% in Q3 2023, selling an estimated $1.03M and leaving 70,068 shares worth $8.91M. The position accounts for 0.68% of the portfolio, ranked #53.

Polaris Wealth Advisory Group first reported a position in AMZN in Q2 2016 and has held it in 30 quarters since. The position peaked at $13.6M in Q1 2022. 4,375 funds tracked by Wall St. Rank hold AMZN as of Q3 2023.

  • Polaris Wealth Advisory Group held 70,068 shares of Amazon worth $8.91M as of Q3 2023.
  • Polaris Wealth Advisory Group sold 7,670 Amazon shares in Q3 2023, an estimated $1.03M.
  • Amazon made up 0.68% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #53 holding.
  • Polaris Wealth Advisory Group first reported a position in Amazon in Q2 2016 and has held it in 30 quarters since.
  • Polaris Wealth Advisory Group's Amazon position peaked at $13.6M in Q1 2022.
  • 4,375 funds tracked by Wall St. Rank held Amazon as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.