Sanford Advisory Services’s Amazon AMZN Stock Holding History

Sanford Advisory Services’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
2022 Q4	$1.57M	Buy	18,643 +150	+0.8%	+$14.8K	0.37%	43
2022 Q3	$2.09M	Buy	18,493 +75	+0.4%	+$9.48K	0.6%	28
2022 Q2	$1.96M	Sell	18,418 -322	-2%	-$40.3K	0.55%	25
2022 Q1	$3.06M	Sell	18,740 -860	-4%	-$133K	0.83%	18
2021 Q4	$3.27M	Buy	19,600 +400	+2%	+$68.5K	0.74%	17
2021 Q3	$3.15M	Buy	19,200 +20	+0.1%	+$3.45K	0.79%	14
2021 Q2	$3.3M	Sell	19,180 -50,640	-73%	-$8.42M	0.85%	13
2021 Q1	$3.63M	Buy	69,820 +50,040	+253%	+$7.93M	1.01%	13
2020 Q4	$3.22M	Buy	+19,780	New	+$3.16M	1.03%	10

Other funds holding AMZN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Sanford Advisory Services's AMZN Position: Q4 2022 in Review

Sanford Advisory Services increased its Amazon (AMZN) stake by 0.81% in Q4 2022, buying an estimated $14.8K and bringing the position to 18,643 shares worth $1.57M. The position accounts for 0.37% of the portfolio, ranked #43.

Sanford Advisory Services first reported a position in AMZN in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.63M in Q1 2021. 4,120 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

Sanford Advisory Services held 18,643 shares of Amazon worth $1.57M as of Q4 2022.
Sanford Advisory Services bought 150 Amazon shares in Q4 2022, an estimated $14.8K.
Amazon made up 0.37% of Sanford Advisory Services's portfolio in Q4 2022, its #43 holding.
Sanford Advisory Services first reported a position in Amazon in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's Amazon position peaked at $3.63M in Q1 2021.
4,120 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.