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Steward Financial Group’s Amazon AMZN Stock Holding History

Steward Financial Group’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
Q3 		$674K Sell
5,306
-27
-0.5% -$3.62K 0.21% 29
2023
Q2 		$695K Sell
5,333
-73
-1% -$8.34K 0.22% 27
2023
Q1 		$558K Buy
5,406
+247
+5% +$23.9K 0.19% 23
2022
Q4 		$563K Buy
5,159
+113
+2% +$11.2K 0.28% 22
2022
Q3 		$570K Buy
5,046
+1,001
+25% +$127K 0.42% 24
2022
Q2 		$429K Buy
4,045
+985
+32% +$123K 0.36% 22
2022
Q1 		$498K Buy
3,060
+1,360
+80% +$210K 0.44% 15
2021
Q4 		$283K Buy
+1,700
New +$291K 0.26% 23

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Steward Financial Group's AMZN Position: Q3 2023 in Review

Steward Financial Group reduced its Amazon (AMZN) stake by 0.51% in Q3 2023, selling an estimated $3.62K and leaving 5,306 shares worth $674K. The position accounts for 0.21% of the portfolio, ranked #29.

Steward Financial Group first reported a position in AMZN in Q4 2021 and has held it in 8 quarters since. The position peaked at $695K in Q2 2023. 4,374 funds tracked by Wall St. Rank hold AMZN as of Q3 2023.

  • Steward Financial Group held 5,306 shares of Amazon worth $674K as of Q3 2023.
  • Steward Financial Group sold 27 Amazon shares in Q3 2023, an estimated $3.62K.
  • Amazon made up 0.21% of Steward Financial Group's portfolio in Q3 2023, its #29 holding.
  • Steward Financial Group first reported a position in Amazon in Q4 2021 and has held it in 8 quarters since.
  • Steward Financial Group's Amazon position peaked at $695K in Q2 2023.
  • 4,374 funds tracked by Wall St. Rank held Amazon as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.