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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
2023
Q1 		– Sell
-700
Closed -$58.8K – 517
2022
Q4 		$58.8K Buy
+700
New +$69.1K 0.01% 487
2022
Q2 		– Sell
-48,000
Closed -$7.82M – 501
2022
Q1 		$7.82M Buy
+48,000
New +$7.42M 0.54% 34
2018
Q3 		– Sell
-20,000
Closed -$1.7M – 527
2018
Q2 		$1.7M Buy
+20,000
New +$1.59M 0.17% 95

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
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.