WC Walker & Associates’s Amazon AMZN Stock Holding History

WC Walker & Associates’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 Q4	$2.69M	Buy	28,042 +1,494	+6%	+$148K	1.42%	23
2022 Q3	$3.07M	Sell	26,548 -885	-3%	-$112K	1.75%	15
2022 Q2	$3.12M	Buy	27,433 +553	+2%	+$69.2K	1.83%	12
2022 Q1	$4.18M	Buy	26,880 +640	+2%	+$98.9K	2.17%	10
2021 Q4	$4.25M	Buy	26,240 +460	+2%	+$78.7K	2.1%	12
2021 Q3	$4.23M	Sell	25,780 -260	-1%	-$44.8K	2.27%	11
2021 Q2	$4.57M	Buy	26,040 +1,060	+4%	+$176K	2.4%	10
2021 Q1	$4.03M	Sell	24,980 -280	-1%	-$44.4K	2.29%	11
2020 Q4	$4.11M	Buy	+25,260	New	+$4.03M	2.36%	11

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

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

WC Walker & Associates's AMZN Position: Q4 2022 in Review

WC Walker & Associates increased its Amazon (AMZN) stake by 5.6% in Q4 2022, buying an estimated $148K and bringing the position to 28,042 shares worth $2.69M. The position accounts for 1.42% of the portfolio, ranked #23.

WC Walker & Associates first reported a position in AMZN in Q4 2020 and has held it in 9 quarters since. The position peaked at $4.57M in Q2 2021. 4,120 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

WC Walker & Associates held 28,042 shares of Amazon worth $2.69M as of Q4 2022.
WC Walker & Associates bought 1,494 Amazon shares in Q4 2022, an estimated $148K.
Amazon made up 1.42% of WC Walker & Associates's portfolio in Q4 2022, its #23 holding.
WC Walker & Associates first reported a position in Amazon in Q4 2020 and has held it in 9 quarters since.
WC Walker & Associates's Amazon position peaked at $4.57M in Q2 2021.
4,120 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.