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Ten Capital Wealth Advisors’s Amazon AMZN Stock Holding History

Ten Capital Wealth 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
2023
Q2 		$1.55M Buy
11,898
+2,288
+24% +$261K 0.45% 27
2023
Q1 		$993K Sell
9,610
-5,352
-36% -$517K 0.32% 35
2022
Q4 		$1.26M Buy
14,962
+5,745
+62% +$568K 0.5% 31
2022
Q3 		$1.04M Buy
9,217
+2,075
+29% +$262K 0.47% 34
2022
Q2 		$759K Buy
7,142
+182
+3% +$22.8K 0.33% 39
2022
Q1 		$1.14M Buy
6,960
+280
+4% +$43.3K 0.47% 32
2021
Q4 		$1.11M Buy
6,680
+900
+16% +$154K 0.45% 29
2021
Q3 		$949K Buy
5,780
+1,060
+22% +$183K 0.44% 30
2021
Q2 		$812K Buy
4,720
+420
+10% +$69.8K 0.18% 82
2021
Q1 		$665K Sell
4,300
-460
-10% -$72.9K 0.16% 81
2020
Q4 		$775K Buy
4,760
+680
+17% +$109K 0.22% 73
2020
Q3 		$642K Buy
+4,080
New +$643K 0.22% 66

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Ten Capital Wealth Advisors's AMZN Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Amazon (AMZN) stake by 24% in Q2 2023, buying an estimated $261K and bringing the position to 11,898 shares worth $1.55M. The position accounts for 0.45% of the portfolio, ranked #27.

Ten Capital Wealth Advisors first reported a position in AMZN in Q3 2020 and has held it in 12 quarters since. 4,324 funds tracked by Wall St. Rank hold AMZN as of Q2 2023.

  • Ten Capital Wealth Advisors held 11,898 shares of Amazon worth $1.55M as of Q2 2023.
  • Ten Capital Wealth Advisors bought 2,288 Amazon shares in Q2 2023, an estimated $261K.
  • Amazon made up 0.45% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #27 holding.
  • Ten Capital Wealth Advisors first reported a position in Amazon in Q3 2020 and has held it in 12 quarters since.
  • 4,324 funds tracked by Wall St. Rank held Amazon as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.