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WealthStone’s Amazon AMZN Stock Holding History

WealthStone’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 		$8.18M Buy
52,900
+2,340
+5% +$371K 2.85% 8
2020
Q4 		$8.23M Buy
50,560
+2,440
+5% +$389K 2.92% 9
2020
Q3 		$7.58M Buy
48,120
+20,720
+76% +$3.27M 3.46% 8
2020
Q2 		$3.78M Buy
27,400
+16,980
+163% +$2.05M 1.8% 10
2020
Q1 		$1.02M Buy
+10,420
New +$1.01M 1.02% 11
2019
Q4 		– Sell
-10,400
Closed -$903K – 38
2019
Q3 		$903K Sell
10,400
-10,320
-50% -$957K 0.48% 23
2019
Q2 		$1.96M Buy
+20,720
New +$1.93M 0.88% 19

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

WealthStone's AMZN Position: Q1 2021 in Review

WealthStone increased its Amazon (AMZN) stake by 4.6% in Q1 2021, buying an estimated $371K and bringing the position to 52,900 shares worth $8.18M. The position accounts for 2.85% of the portfolio, ranked #8.

WealthStone first reported a position in AMZN in Q2 2019 and has held it in 7 quarters since. The position peaked at $8.23M in Q4 2020. 3,697 funds tracked by Wall St. Rank hold AMZN as of Q1 2021.

  • WealthStone held 52,900 shares of Amazon worth $8.18M as of Q1 2021.
  • WealthStone bought 2,340 Amazon shares in Q1 2021, an estimated $371K.
  • Amazon made up 2.85% of WealthStone's portfolio in Q1 2021, its #8 holding.
  • WealthStone first reported a position in Amazon in Q2 2019 and has held it in 7 quarters since.
  • WealthStone's Amazon position peaked at $8.23M in Q4 2020.
  • 3,697 funds tracked by Wall St. Rank held Amazon as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.