Telemus Capital’s Amazon AMZN Stock Holding History

Telemus Capital’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 Q4	–	Sell	-2,000	Closed	-$21K	–	377
2021 Q3	$21K	Buy	+2,000	New	+$345K	﹤0.01%	351

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Telemus Capital's AMZN Position: Q4 2023 in Review

Telemus Capital reduced its Amazon (AMZN) stake by 4.2% in Q4 2023, selling an estimated $756K and leaving 124,580 shares worth $18.9M. The position accounts for 1.56% of the portfolio, ranked #16.

Telemus Capital first reported a position in AMZN in Q1 2016 and has held it in 32 quarters since. The position peaked at $49.6M in Q2 2020. 4,724 funds tracked by Wall St. Rank hold AMZN as of Q4 2023.

Telemus Capital held 124,580 shares of Amazon worth $18.9M as of Q4 2023.
Telemus Capital sold 5,395 Amazon shares in Q4 2023, an estimated $756K.
Amazon made up 1.56% of Telemus Capital's portfolio in Q4 2023, its #16 holding.
Telemus Capital first reported a position in Amazon in Q1 2016 and has held it in 32 quarters since.
Telemus Capital's Amazon position peaked at $49.6M in Q2 2020.
4,724 funds tracked by Wall St. Rank held Amazon as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.