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Sonora Investment Management’s Amazon AMZN Stock Holding History

Sonora Investment 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
2021
Q3 		$8.72M Buy
53,100
+4,680
+10% +$807K 1.09% 33
2021
Q2 		$8.33M Buy
48,420
+7,560
+19% +$1.26M 1.09% 33
2021
Q1 		$6.32M Buy
40,860
+460
+1% +$72.9K 0.5% 78
2020
Q4 		$6.58M Buy
40,400
+15,800
+64% +$2.52M 0.55% 64
2020
Q3 		$3.87M Buy
24,600
+180
+0.7% +$28.4K 0.36% 83
2020
Q2 		$3.37M Sell
24,420
-10,440
-30% -$1.26M 0.34% 83
2020
Q1 		$3.4M Buy
34,860
+13,740
+65% +$1.33M 0.4% 73
2019
Q4 		$1.95M Buy
+21,120
New +$1.87M 0.18% 118
2019
Q3 		– Sell
-15,880
Closed -$1.5M – 1685
2019
Q2 		$1.5M Buy
15,880
+2,680
+20% +$250K 0.17% 131
2019
Q1 		$1.18M Buy
13,200
+2,100
+19% +$175K 0.14% 131
2018
Q4 		$834K Buy
11,100
+740
+7% +$61.5K 0.12% 139
2018
Q3 		$1.04M Buy
10,360
+360
+4% +$33.9K 0.14% 128
2018
Q2 		$850K Buy
10,000
+380
+4% +$30.2K 0.13% 126
2018
Q1 		$696K Sell
9,620
-3,300
-26% -$236K 0.11% 133
2017
Q4 		$755K Buy
+12,920
New +$711K 0.12% 125
2017
Q3 		– Sell
-9,280
Closed -$449K – 1166
2017
Q2 		$449K Buy
9,280
+4,440
+92% +$212K 0.08% 147
2017
Q1 		$215K Buy
4,840
+940
+24% +$39.2K 0.04% 182
2016
Q4 		$146K Buy
3,900
+400
+11% +$15.7K 0.03% 189
2016
Q3 		$147K Hold
3,500
– – 0.03% 187
2016
Q2 		$125K Sell
3,500
-1,020
-23% -$34.5K 0.03% 178
2016
Q1 		$142K Buy
4,520
+2,420
+115% +$68.7K 0.03% 173
2015
Q4 		$71K Buy
2,100
+160
+8% +$5.04K 0.02% 189
2015
Q3 		$48K Buy
+1,940
New +$49K 0.01% 217

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Sonora Investment Management's AMZN Position: Q3 2021 in Review

Sonora Investment Management increased its Amazon (AMZN) stake by 9.7% in Q3 2021, buying an estimated $807K and bringing the position to 53,100 shares worth $8.72M. The position accounts for 1.09% of the portfolio, ranked #33.

Sonora Investment Management first reported a position in AMZN in Q3 2015 and has held it in 23 quarters since. 3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2021.

  • Sonora Investment Management held 53,100 shares of Amazon worth $8.72M as of Q3 2021.
  • Sonora Investment Management bought 4,680 Amazon shares in Q3 2021, an estimated $807K.
  • Amazon made up 1.09% of Sonora Investment Management's portfolio in Q3 2021, its #33 holding.
  • Sonora Investment Management first reported a position in Amazon in Q3 2015 and has held it in 23 quarters since.
  • 3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.