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Silicon Hills Wealth Management’s Amazon AMZN Stock Holding History

Silicon Hills Wealth Management’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 		$2.35M Sell
18,063
-1,780
-9% -$203K 1.33% 15
2023
Q1 		$2.05M Sell
19,843
-60
-0.3% -$5.8K 1.23% 17
2022
Q4 		$1.67M Sell
19,903
-317
-2% -$31.3K 1.24% 20
2022
Q3 		$2.29M Buy
20,220
+60
+0.3% +$7.58K 1.81% 14
2022
Q2 		$2.14M Sell
20,160
-460
-2% -$57.6K 1.57% 18
2022
Q1 		$3.36M Sell
20,620
-320
-2% -$49.4K 2.14% 14
2021
Q4 		$3.49M Buy
20,940
+6,100
+41% +$1.04M 2.16% 10
2021
Q3 		$2.44M Buy
14,840
+140
+1% +$24.1K 1.67% 13
2021
Q2 		$2.53M Buy
14,700
+320
+2% +$53.2K 1.96% 11
2021
Q1 		$2.23M Buy
14,380
+400
+3% +$63.4K 2.01% 12
2020
Q4 		$2.28M Buy
13,980
+3,660
+35% +$584K 2.06% 15
2020
Q3 		$1.63M Buy
10,320
+160
+2% +$25.2K 1.68% 16
2020
Q2 		$1.4M Sell
10,160
-560
-5% -$67.6K 1.68% 14
2020
Q1 		$1.04M Buy
10,720
+10,520
+5,260% +$1.02M 1.38% 19
2019
Q4 		$1.03K Buy
+200
New +$17.7K 0.79% 31

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Silicon Hills Wealth Management's AMZN Position: Q2 2023 in Review

Silicon Hills Wealth Management reduced its Amazon (AMZN) stake by 9% in Q2 2023, selling an estimated $203K and leaving 18,063 shares worth $2.35M. The position accounts for 1.33% of the portfolio, ranked #15.

Silicon Hills Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 15 quarters since. The position peaked at $3.49M in Q4 2021. 4,323 funds tracked by Wall St. Rank hold AMZN as of Q2 2023.

  • Silicon Hills Wealth Management held 18,063 shares of Amazon worth $2.35M as of Q2 2023.
  • Silicon Hills Wealth Management sold 1,780 Amazon shares in Q2 2023, an estimated $203K.
  • Amazon made up 1.33% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #15 holding.
  • Silicon Hills Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 15 quarters since.
  • Silicon Hills Wealth Management's Amazon position peaked at $3.49M in Q4 2021.
  • 4,323 funds tracked by Wall St. Rank held Amazon as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.