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Wealthstreet Investment Advisors’s Amazon AMZN Stock Holding History

Wealthstreet Investment 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
2022
Q1 		$228K Hold
1,400
– – 6.14% 2
2021
Q4 		$233K Hold
1,400
– – 5.75% 3
2021
Q3 		$230K Sell
1,400
-2,620
-65% -$452K 6.35% 2
2021
Q2 		$692K Sell
4,020
-136,760
-97% -$22.7M 3.59% 8
2021
Q1 		$21.8M Sell
140,780
-5,880
-4% -$932K 2.12% 8
2020
Q4 		$23.9M Buy
146,660
+360
+0.2% +$57.4K 2.42% 4
2020
Q3 		$23M Sell
146,300
-1,280
-0.9% -$202K 2.57% 6
2020
Q2 		$20.4M Sell
147,580
-480
-0.3% -$58K 2.49% 6
2020
Q1 		$14.4M Buy
148,060
+10,900
+8% +$1.05M 2.13% 8
2019
Q4 		$12.7M Buy
137,160
+7,040
+5% +$623K 1.48% 17
2019
Q3 		$11.5M Buy
130,120
+12,700
+11% +$1.18M 1.47% 17
2019
Q2 		$11.1M Buy
117,420
+4,080
+4% +$380K 1.44% 17
2019
Q1 		$10.1M Buy
113,340
+5,760
+5% +$479K 1.33% 18
2018
Q4 		$8.81M Buy
107,580
+14,120
+15% +$1.17M 1.24% 18
2018
Q3 		$9.36M Buy
93,460
+600
+0.6% +$56.4K 1.15% 20
2018
Q2 		$7.89M Buy
92,860
+1,800
+2% +$143K 1.04% 21
2018
Q1 		$6.59M Buy
91,060
+1,700
+2% +$122K 0.83% 29
2017
Q4 		$5.22M Buy
+89,360
New +$4.92M 0.63% 38

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthstreet Investment Advisors's AMZN Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Amazon (AMZN) position steady in Q1 2022 at 1,400 shares worth $228K. The position accounts for 6.14% of the portfolio, ranked #2.

Wealthstreet Investment Advisors first reported a position in AMZN in Q4 2017 and has held it in 18 quarters since. The position peaked at $23.9M in Q4 2020. 4,164 funds tracked by Wall St. Rank hold AMZN as of Q1 2022.

  • Wealthstreet Investment Advisors held 1,400 shares of Amazon worth $228K as of Q1 2022.
  • Wealthstreet Investment Advisors left its Amazon share count unchanged in Q1 2022.
  • Amazon made up 6.14% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #2 holding.
  • Wealthstreet Investment Advisors first reported a position in Amazon in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's Amazon position peaked at $23.9M in Q4 2020.
  • 4,164 funds tracked by Wall St. Rank held Amazon as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.