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Wealthsimple US’s Amazon AMZN Stock Holding History

Wealthsimple US’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
Q1 		$408K Sell
2,640
-460
-15% -$72.9K 0.24% 16
2020
Q4 		$505K Sell
3,100
-400
-11% -$63.8K 0.28% 16
2020
Q3 		$551K Buy
3,500
+40
+1% +$6.31K 0.37% 14
2020
Q2 		$477K Sell
3,460
-160
-4% -$19.3K 0.36% 21
2020
Q1 		$353K Sell
3,620
-20
-0.5% -$1.94K 0.31% 24
2019
Q4 		$336K Buy
+3,640
New +$322K 0.27% 22

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthsimple US's AMZN Position: Q1 2021 in Review

Wealthsimple US reduced its Amazon (AMZN) stake by 15% in Q1 2021, selling an estimated $72.9K and leaving 2,640 shares worth $408K. The position accounts for 0.24% of the portfolio, ranked #16.

Wealthsimple US first reported a position in AMZN in Q4 2019 and has held it in 6 quarters since. The position peaked at $551K in Q3 2020. 3,698 funds tracked by Wall St. Rank hold AMZN as of Q1 2021.

  • Wealthsimple US held 2,640 shares of Amazon worth $408K as of Q1 2021.
  • Wealthsimple US sold 460 Amazon shares in Q1 2021, an estimated $72.9K.
  • Amazon made up 0.24% of Wealthsimple US's portfolio in Q1 2021, its #16 holding.
  • Wealthsimple US first reported a position in Amazon in Q4 2019 and has held it in 6 quarters since.
  • Wealthsimple US's Amazon position peaked at $551K in Q3 2020.
  • 3,698 funds tracked by Wall St. Rank held Amazon as of Q1 2021.

Based on Wealthsimple US's 13F filing for Q1 2021, filed 12 May 2021.