Sovarnum Capital’s Amazon AMZN Stock Holding History

Sovarnum Capital’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 Q4	–	Sell	-10,500	Closed	-$1.73M	–	6
2021 Q3	$1.73M	Sell	10,500 -17,500	-63%	-$3.02M	1.63%	28
2021 Q2	$4.82M	Buy	28,000 +2,000	+8%	+$332K	3.04%	8
2021 Q1	$4.02M	Buy	26,000 +10,000	+63%	+$1.59M	3.03%	6
2020 Q4	$2.61M	Buy	+16,000	New	+$2.55M	1.83%	22
2019 Q3	$1.82M	Buy	21,000 +9,000	+75%	+$835K	2.14%	14
2019 Q2	$1.14M	Sell	12,000 -8,000	-40%	-$745K	1.53%	24
2019 Q1	$1.78M	Sell	20,000 -4,000	-17%	-$333K	2.39%	11
2018 Q4	$1.8M	Buy	24,000 +16,000	+200%	+$1.33M	3.52%	9
2018 Q3	$801K	Sell	8,000 -6,000	-43%	-$564K	1.14%	22
2018 Q2	$1.19M	Hold	14,000	–	–	1.46%	23
2018 Q1	$1.01M	Buy	14,000 +2,000	+17%	+$143K	0.95%	27
2017 Q4	$702K	Buy	+12,000	New	+$660K	0.47%	63

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Sovarnum Capital's AMZN Position: Q4 2021 in Review

Sovarnum Capital sold out of Amazon (AMZN) in Q4 2021, closing a stake of 10,500 shares — an estimated $1.73M sold.

Sovarnum Capital first reported a position in AMZN in Q4 2017 and held it in 12 quarters. The position peaked at $4.82M in Q2 2021. 4,196 funds tracked by Wall St. Rank hold AMZN as of Q4 2021.

Sovarnum Capital reported no remaining Amazon position as of Q4 2021 after selling out during the quarter.
Sovarnum Capital sold 10,500 Amazon shares in Q4 2021, an estimated $1.73M.
Sovarnum Capital first reported a position in Amazon in Q4 2017 and held it in 12 quarters.
Sovarnum Capital's Amazon position peaked at $4.82M in Q2 2021.
4,196 funds tracked by Wall St. Rank held Amazon as of Q4 2021.

Based on Sovarnum Capital's 13F filing for Q4 2021.