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Stokes Capital Advisors’s Amazon AMZN Stock Holding History

Stokes Capital 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
Q3 		– Sell
-1,300
Closed -$224K – 81
2021
Q2 		$224K Sell
1,300
-300
-19% -$49.9K 0.07% 81
2021
Q1 		$248K Hold
1,600
– – 0.1% 64
2020
Q4 		$261K Hold
1,600
– – 0.11% 66
2020
Q3 		$252K Hold
1,600
– – 0.12% 67
2020
Q2 		$221K Buy
+1,600
New +$193K 0.12% 68
2019
Q3 		– Sell
-2,140
Closed -$203K – 76
2019
Q2 		$203K Buy
+2,140
New +$199K 0.12% 76

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

Stokes Capital Advisors's AMZN Position: Q3 2021 in Review

Stokes Capital Advisors sold out of Amazon (AMZN) in Q3 2021, closing a stake of 1,300 shares — an estimated $224K sold.

Stokes Capital Advisors first reported a position in AMZN in Q2 2019 and held it in 6 quarters. The position peaked at $261K in Q4 2020. 3,701 funds tracked by Wall St. Rank hold AMZN as of Q3 2021.

  • Stokes Capital Advisors reported no remaining Amazon position as of Q3 2021 after selling out during the quarter.
  • Stokes Capital Advisors sold 1,300 Amazon shares in Q3 2021, an estimated $224K.
  • Stokes Capital Advisors first reported a position in Amazon in Q2 2019 and held it in 6 quarters.
  • Stokes Capital Advisors's Amazon position peaked at $261K in Q4 2020.
  • 3,701 funds tracked by Wall St. Rank held Amazon as of Q3 2021.

Based on Stokes Capital Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.