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StrategIQ Financial Group’s Amazon AMZN Stock Holding History

StrategIQ 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
Q4 		$3.53M Buy
23,259
+66
+0.3% +$9.25K 0.4% 58
2023
Q3 		$2.95M Buy
23,193
+303
+1% +$40.6K 0.34% 64
2023
Q2 		$2.98M Buy
22,890
+1,178
+5% +$135K 0.34% 64
2023
Q1 		$2.24M Sell
21,712
-40
-0.2% -$3.87K 0.26% 79
2022
Q4 		$1.83M Buy
21,752
+81
+0.4% +$8K 0.21% 89
2022
Q3 		$2.45M Buy
21,671
+181
+0.8% +$22.9K 0.31% 69
2022
Q2 		$2.28M Sell
21,490
-90
-0.4% -$11.3K 0.28% 72
2022
Q1 		$3.52M Buy
21,580
+360
+2% +$55.6K 0.38% 63
2021
Q4 		$3.54M Buy
21,220
+17,360
+450% +$2.97M 0.35% 63
2021
Q3 		$634K Sell
3,860
-400
-9% -$69K 0.13% 132
2021
Q2 		$733K Sell
4,260
-80
-2% -$13.3K 0.14% 122
2021
Q1 		$671K Sell
4,340
-140
-3% -$22.2K 0.14% 123
2020
Q4 		$730K Buy
4,480
+320
+8% +$51.1K 0.16% 114
2020
Q3 		$655K Buy
4,160
+540
+15% +$85.1K 0.16% 107
2020
Q2 		$499K Sell
3,620
-500
-12% -$60.4K 0.13% 123
2020
Q1 		$402K Buy
4,120
+1,660
+67% +$161K 0.12% 129
2019
Q4 		$227K Buy
+2,460
New +$218K 0.06% 189

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

StrategIQ Financial Group's AMZN Position: Q4 2023 in Review

StrategIQ Financial Group increased its Amazon (AMZN) stake by 0.28% in Q4 2023, buying an estimated $9.25K and bringing the position to 23,259 shares worth $3.53M. The position accounts for 0.4% of the portfolio, ranked #58.

StrategIQ Financial Group first reported a position in AMZN in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.54M in Q4 2021. 4,724 funds tracked by Wall St. Rank hold AMZN as of Q4 2023.

  • StrategIQ Financial Group held 23,259 shares of Amazon worth $3.53M as of Q4 2023.
  • StrategIQ Financial Group bought 66 Amazon shares in Q4 2023, an estimated $9.25K.
  • Amazon made up 0.4% of StrategIQ Financial Group's portfolio in Q4 2023, its #58 holding.
  • StrategIQ Financial Group first reported a position in Amazon in Q4 2019 and has held it in 17 quarters since.
  • StrategIQ Financial Group's Amazon position peaked at $3.54M in Q4 2021.
  • 4,724 funds tracked by Wall St. Rank held Amazon as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.