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Stewardship Financial Advisors’s Amazon AMZN Stock Holding History

Stewardship Financial 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
2021
Q1 		$213K Sell
1,380
-480
-26% -$76.1K 0.07% 62
2020
Q4 		$303K Hold
1,860
– – 0.11% 48
2020
Q3 		$293K Sell
1,860
-20
-1% -$3.15K 0.12% 47
2020
Q2 		$259K Buy
+1,880
New +$227K 0.11% 43

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stewardship Financial Advisors's AMZN Position: Q1 2021 in Review

Stewardship Financial Advisors reduced its Amazon (AMZN) stake by 26% in Q1 2021, selling an estimated $76.1K and leaving 1,380 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #62.

Stewardship Financial Advisors first reported a position in AMZN in Q2 2020 and has held it in 4 quarters since. The position peaked at $303K in Q4 2020. 3,697 funds tracked by Wall St. Rank hold AMZN as of Q1 2021.

  • Stewardship Financial Advisors held 1,380 shares of Amazon worth $213K as of Q1 2021.
  • Stewardship Financial Advisors sold 480 Amazon shares in Q1 2021, an estimated $76.1K.
  • Amazon made up 0.07% of Stewardship Financial Advisors's portfolio in Q1 2021, its #62 holding.
  • Stewardship Financial Advisors first reported a position in Amazon in Q2 2020 and has held it in 4 quarters since.
  • Stewardship Financial Advisors's Amazon position peaked at $303K in Q4 2020.
  • 3,697 funds tracked by Wall St. Rank held Amazon as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.