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Wealth Advisors’s Amazon AMZN Stock Holding History

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
Q3 		$24.3M Sell
191,147
-4,537
-2% -$608K 10.88% 2
2023
Q2 		$25.6M Sell
195,684
-3,695
-2% -$422K 10.92% 2
2023
Q1 		$19.9M Sell
199,379
-12,580
-6% -$1.22M 9.47% 2
2022
Q4 		$17.8M Sell
211,959
-26,453
-11% -$2.61M 9.46% 2
2022
Q3 		$26.9M Buy
238,412
+594
+0.2% +$75.1K 13.72% 2
2022
Q2 		$25.3M Sell
237,818
-28,742
-11% -$3.6M 12.26% 2
2022
Q1 		$43.4M Sell
266,560
-1,260
-0.5% -$195K 15.71% 2
2021
Q4 		$44.6M Buy
267,820
+120
+0% +$20.5K 15.49% 2
2021
Q3 		$42.7M Sell
267,700
-3,020
-1% -$521K 16.68% 1
2021
Q2 		$49.1M Buy
270,720
+60
+0% +$9.97K 17.89% 1
2021
Q1 		$45.1M Buy
270,660
+20,000
+8% +$3.17M 17.94% 1
2020
Q4 		$40.8M Sell
250,660
-18,600
-7% -$2.97M 18% 2
2020
Q3 		$43M Buy
269,260
+120
+0% +$18.9K 20.03% 1
2020
Q2 		$41.1M Buy
269,140
+300
+0.1% +$36.2K 21.85% 1
2020
Q1 		$32.4M Sell
268,840
-16,900
-6% -$1.64M 21.43% 1
2019
Q4 		$30.8M Buy
+285,740
New +$25.3M 17.56% 1

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

Wealth Advisors's AMZN Position: Q3 2023 in Review

Wealth Advisors reduced its Amazon (AMZN) stake by 2.3% in Q3 2023, selling an estimated $608K and leaving 191,147 shares worth $24.3M. The position accounts for 10.88% of the portfolio, ranked #2.

Wealth Advisors first reported a position in AMZN in Q4 2019 and has held it in 16 quarters since. The position peaked at $49.1M in Q2 2021. 4,374 funds tracked by Wall St. Rank hold AMZN as of Q3 2023.

  • Wealth Advisors held 191,147 shares of Amazon worth $24.3M as of Q3 2023.
  • Wealth Advisors sold 4,537 Amazon shares in Q3 2023, an estimated $608K.
  • Amazon made up 10.88% of Wealth Advisors's portfolio in Q3 2023, its #2 holding.
  • Wealth Advisors first reported a position in Amazon in Q4 2019 and has held it in 16 quarters since.
  • Wealth Advisors's Amazon position peaked at $49.1M in Q2 2021.
  • 4,374 funds tracked by Wall St. Rank held Amazon as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.