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Summit Financial Group’s Amazon AMZN Stock Holding History

Summit 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
2024
Q1 		$1.79M Hold
9,915
– – 0.64% 46
2023
Q4 		$1.51M Buy
9,915
+260
+3% +$36.4K 0.58% 51
2023
Q3 		$1.23M Sell
9,655
-1,630
-14% -$218K 0.52% 58
2023
Q2 		$1.47M Hold
11,285
– – 0.57% 50
2023
Q1 		$1.17M Sell
11,285
-160
-1% -$15.5K 0.44% 68
2022
Q4 		$961K Buy
11,445
+330
+3% +$32.6K 0.38% 78
2022
Q3 		$1.26M Hold
11,115
– – 0.52% 51
2022
Q2 		$1.18M Buy
11,115
+655
+6% +$82K 0.46% 61
2022
Q1 		$1.71M Buy
10,460
+700
+7% +$108K 0.58% 47
2021
Q4 		$1.63M Buy
9,760
+900
+10% +$154K 0.53% 56
2021
Q3 		$1.46M Buy
8,860
+2,000
+29% +$345K 0.53% 56
2021
Q2 		$1.18M Buy
6,860
+880
+15% +$146K 0.44% 67
2021
Q1 		$925K Hold
5,980
– – 0.38% 72
2020
Q4 		$974K Hold
5,980
– – 0.43% 64
2020
Q3 		$941K Hold
5,980
– – 0.47% 63
2020
Q2 		$825K Buy
5,980
+400
+7% +$48.3K 0.43% 63
2020
Q1 		$544K Hold
5,580
– – 0.32% 74
2019
Q4 		$516K Sell
5,580
-300
-5% -$26.6K 0.25% 92
2019
Q3 		$510K Sell
5,880
-500
-8% -$46.4K 0.26% 92
2019
Q2 		$604K Hold
6,380
– – 0.27% 88
2019
Q1 		$568K Hold
6,380
– – 0.44% 67
2018
Q4 		$479K Hold
6,380
– – 0.41% 69
2018
Q3 		$639K Hold
6,380
– – 0.48% 62
2018
Q2 		$542K Hold
6,380
– – 0.42% 67
2018
Q1 		$462K Hold
6,380
– – 0.36% 75
2017
Q4 		$373K Sell
6,380
-220
-3% -$12.1K 0.31% 81
2017
Q3 		$317K Hold
6,600
– – 0.26% 87
2017
Q2 		$319K Buy
+6,600
New +$315K 0.28% 85

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

Summit Financial Group's AMZN Position: Q1 2024 in Review

Summit Financial Group held its Amazon (AMZN) position steady in Q1 2024 at 9,915 shares worth $1.79M. The position accounts for 0.64% of the portfolio, ranked #46.

Summit Financial Group first reported a position in AMZN in Q2 2017 and has held it in 28 quarters since. 4,850 funds tracked by Wall St. Rank hold AMZN as of Q1 2024.

  • Summit Financial Group held 9,915 shares of Amazon worth $1.79M as of Q1 2024.
  • Summit Financial Group left its Amazon share count unchanged in Q1 2024.
  • Amazon made up 0.64% of Summit Financial Group's portfolio in Q1 2024, its #46 holding.
  • Summit Financial Group first reported a position in Amazon in Q2 2017 and has held it in 28 quarters since.
  • 4,850 funds tracked by Wall St. Rank held Amazon as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.