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St. James Investment Advisors’s Amazon AMZN Stock Holding History

St. James 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
Q4 		$28.9K Buy
344
+170
+98% +$16.8K 0.05% 76
2022
Q3 		$20K Sell
174
-1
-0.6% -$126 0.04% 79
2022
Q2 		$19K Sell
175
-145
-45% -$18.1K 0.04% 83
2022
Q1 		$52K Hold
320
– – 0.04% 52
2021
Q4 		$53K Buy
+320
New +$54.8K 0.04% 72

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

St. James Investment Advisors's AMZN Position: Q4 2022 in Review

St. James Investment Advisors increased its Amazon (AMZN) stake by 98% in Q4 2022, buying an estimated $16.8K and bringing the position to 344 shares worth $28.9K. The position accounts for 0.05% of the portfolio, ranked #76.

St. James Investment Advisors first reported a position in AMZN in Q4 2021 and has held it in 5 quarters since. The position peaked at $53K in Q4 2021. 4,120 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

  • St. James Investment Advisors held 344 shares of Amazon worth $28.9K as of Q4 2022.
  • St. James Investment Advisors bought 170 Amazon shares in Q4 2022, an estimated $16.8K.
  • Amazon made up 0.05% of St. James Investment Advisors's portfolio in Q4 2022, its #76 holding.
  • St. James Investment Advisors first reported a position in Amazon in Q4 2021 and has held it in 5 quarters since.
  • St. James Investment Advisors's Amazon position peaked at $53K in Q4 2021.
  • 4,120 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on St. James Investment Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.