Sheaff Brock Investment Advisors’s Amazon AMZN Stock Holding History

Sheaff Brock Investment 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
2022 Q2	–	Sell	-8,000	Closed	-$1.3M	–	500
2022 Q1	$1.3M	Buy	+8,000	New	+$1.24M	0.09%	149
2021 Q4	–	Sell	-12,000	Closed	-$1.97M	–	546
2021 Q3	$1.97M	Buy	+12,000	New	+$2.07M	0.14%	102
2018 Q4	–	Sell	-20,000	Closed	-$2M	–	477
2018 Q3	$2M	Sell	20,000 -24,000	-55%	-$2.26M	0.19%	82
2018 Q2	$3.74M	Buy	44,000 +38,000	+633%	+$3.02M	0.37%	54
2018 Q1	$434K	Buy	+6,000	New	+$429K	0.04%	284

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sheaff Brock Investment Advisors's AMZN Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Amazon (AMZN) stake by 2.3% in Q1 2025, buying an estimated $517K and bringing the position to 107,589 shares worth $20.5M. The position accounts for 1.88% of the portfolio, ranked #5.

Sheaff Brock Investment Advisors first reported a position in AMZN in Q4 2015 and has held it in 38 quarters since. The position peaked at $61.7M in Q2 2021. 5,469 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

Sheaff Brock Investment Advisors held 107,589 shares of Amazon worth $20.5M as of Q1 2025.
Sheaff Brock Investment Advisors bought 2,381 Amazon shares in Q1 2025, an estimated $517K.
Amazon made up 1.88% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #5 holding.
Sheaff Brock Investment Advisors first reported a position in Amazon in Q4 2015 and has held it in 38 quarters since.
Sheaff Brock Investment Advisors's Amazon position peaked at $61.7M in Q2 2021.
5,469 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.