Welch Capital Partners’s Amazon AMZN Stock Holding History

Welch Capital Partners’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	–	Sell	-38,500	Closed	-$4.35M	–	32
2022 Q3	$4.35M	Hold	38,500	–	–	1.43%	11
2022 Q2	$4.09M	Sell	38,500 -320	-0.8%	-$40K	1.26%	13
2022 Q1	$6.33M	Hold	38,820	–	–	1.53%	13
2021 Q4	$6.47M	Buy	38,820 +2,680	+7%	+$459K	1.42%	13
2021 Q3	$5.94M	Hold	36,140	–	–	1.44%	11
2021 Q2	$6.22M	Buy	36,140 +11,340	+46%	+$1.88M	1.46%	12
2021 Q1	$3.84M	Buy	24,800 +11,320	+84%	+$1.79M	1%	14
2020 Q4	$2.19M	Hold	13,480	–	–	0.61%	16
2020 Q3	$2.12M	Hold	13,480	–	–	0.65%	15
2020 Q2	$1.86M	Hold	13,480	–	–	0.61%	17
2020 Q1	$1.31M	Buy	+13,480	New	+$1.3M	0.52%	17

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

Welch Capital Partners's AMZN Position: Q4 2022 in Review

Welch Capital Partners sold out of Amazon (AMZN) in Q4 2022, closing a stake of 38,500 shares — an estimated $4.35M sold.

Welch Capital Partners first reported a position in AMZN in Q1 2020 and held it in 11 quarters. The position peaked at $6.47M in Q4 2021. 4,121 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

Welch Capital Partners reported no remaining Amazon position as of Q4 2022 after selling out during the quarter.
Welch Capital Partners sold 38,500 Amazon shares in Q4 2022, an estimated $4.35M.
Welch Capital Partners first reported a position in Amazon in Q1 2020 and held it in 11 quarters.
Welch Capital Partners's Amazon position peaked at $6.47M in Q4 2021.
4,121 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on Welch Capital Partners's 13F filing for Q4 2022, filed 2 Feb 2023.