TWM
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Titus Wealth Management’s Amazon AMZN Stock Holding History

Titus Wealth Management’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
2022
Q2 		$2.66M Buy
25,076
+5,596
+29% +$700K 1.33% 19
2022
Q1 		$3.17M Buy
19,480
+1,820
+10% +$281K 1.43% 17
2021
Q4 		$2.94M Buy
17,660
+280
+2% +$47.9K 1.33% 17
2021
Q3 		$2.85M Sell
17,380
-380
-2% -$65.5K 1.5% 14
2021
Q2 		$3.06M Sell
17,760
-1,060
-6% -$176K 1.66% 15
2021
Q1 		$2.91M Sell
18,820
-540
-3% -$85.6K 1.7% 15
2020
Q4 		$3.15M Sell
19,360
-1,540
-7% -$246K 1.94% 14
2020
Q3 		$3.29M Buy
20,900
+260
+1% +$41K 2.35% 12
2020
Q2 		$2.85M Buy
20,640
+560
+3% +$67.6K 2.24% 12
2020
Q1 		$1.96M Buy
20,080
+3,400
+20% +$329K 1.85% 13
2019
Q4 		$1.54M Sell
16,680
-320
-2% -$28.3K 1.54% 16
2019
Q3 		$1.48M Buy
17,000
+220
+1% +$20.4K 1.35% 16
2019
Q2 		$1.59M Sell
16,780
-100
-0.6% -$9.31K 1.57% 14
2019
Q1 		$1.5K Buy
16,880
+3,820
+29% +$318K 1.32% 17
2018
Q4 		$980 Buy
13,060
+6,860
+111% +$570K 0.84% 18
2018
Q3 		$621K Buy
6,200
+200
+3% +$18.8K 0.54% 32
2018
Q2 		$510K Buy
6,000
+100
+2% +$7.94K 0.55% 33
2018
Q1 		$427K Buy
+5,900
New +$422K 0.41% 44

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Titus Wealth Management's AMZN Position: Q2 2022 in Review

Titus Wealth Management increased its Amazon (AMZN) stake by 29% in Q2 2022, buying an estimated $700K and bringing the position to 25,076 shares worth $2.66M. The position accounts for 1.33% of the portfolio, ranked #19.

Titus Wealth Management first reported a position in AMZN in Q1 2018 and has held it in 18 quarters since. The position peaked at $3.29M in Q3 2020. 4,038 funds tracked by Wall St. Rank hold AMZN as of Q2 2022.

  • Titus Wealth Management held 25,076 shares of Amazon worth $2.66M as of Q2 2022.
  • Titus Wealth Management bought 5,596 Amazon shares in Q2 2022, an estimated $700K.
  • Amazon made up 1.33% of Titus Wealth Management's portfolio in Q2 2022, its #19 holding.
  • Titus Wealth Management first reported a position in Amazon in Q1 2018 and has held it in 18 quarters since.
  • Titus Wealth Management's Amazon position peaked at $3.29M in Q3 2020.
  • 4,038 funds tracked by Wall St. Rank held Amazon as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.