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Wunderlich Capital Managemnt’s Amazon AMZN Stock Holding History

Wunderlich Capital Managemnt’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
2024
Q2 		$6.79M Buy
35,130
+228
+0.7% +$41.9K 3.03% 4
2024
Q1 		$6.3M Sell
34,902
-12,031
-26% -$2.01M 2.84% 3
2023
Q4 		$7.13M Sell
46,933
-2,740
-6% -$384K 3.21% 2
2023
Q3 		$6.31M Sell
49,673
-823
-2% -$110K 3.12% 2
2023
Q2 		$6.58M Sell
50,496
-6
-0% -$685 3.23% 3
2023
Q1 		$5.22M Buy
50,502
+919
+2% +$88.8K 2.71% 5
2022
Q4 		$4.17M Buy
49,583
+17,659
+55% +$1.74M 2.32% 11
2022
Q3 		$3.61M Buy
31,924
+1,371
+4% +$173K 2.31% 11
2022
Q2 		$3.25M Buy
30,553
+533
+2% +$66.7K 1.89% 13
2022
Q1 		$4.89M Buy
30,020
+40
+0.1% +$6.18K 2.31% 7
2021
Q4 		$5M Buy
29,980
+620
+2% +$106K 2.23% 7
2021
Q3 		$4.82M Buy
29,360
+1,220
+4% +$210K 2.32% 9
2021
Q2 		$4.84M Buy
28,140
+220
+0.8% +$36.6K 2.45% 8
2021
Q1 		$4.32M Sell
27,920
-220
-0.8% -$34.9K 2.36% 7
2020
Q4 		$4.58M Sell
28,140
-60
-0.2% -$9.57K 2.54% 6
2020
Q3 		$4.44M Sell
28,200
-220
-0.8% -$34.7K 2.75% 6
2020
Q2 		$3.92M Sell
28,420
-360
-1% -$43.5K 2.75% 5
2020
Q1 		$2.81M Sell
28,780
-620
-2% -$60K 2.31% 7
2019
Q4 		$2.72M Sell
29,400
-60
-0.2% -$5.31K 1.71% 12
2019
Q3 		$2.56M Sell
29,460
-20
-0.1% -$1.85K 1.76% 11
2019
Q2 		$2.79M Buy
29,480
+420
+1% +$39.1K 1.85% 5
2019
Q1 		$2.59M Buy
29,060
+420
+1% +$35K 1.8% 5
2018
Q4 		$2.15M Buy
+28,640
New +$2.38M 1.65% 10

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wunderlich Capital Managemnt's AMZN Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its Amazon (AMZN) stake by 0.65% in Q2 2024, buying an estimated $41.9K and bringing the position to 35,130 shares worth $6.79M. The position accounts for 3.03% of the portfolio, ranked #4.

Wunderlich Capital Managemnt first reported a position in AMZN in Q4 2018 and has held it in 23 quarters since. The position peaked at $7.13M in Q4 2023. 4,923 funds tracked by Wall St. Rank hold AMZN as of Q2 2024.

  • Wunderlich Capital Managemnt held 35,130 shares of Amazon worth $6.79M as of Q2 2024.
  • Wunderlich Capital Managemnt bought 228 Amazon shares in Q2 2024, an estimated $41.9K.
  • Amazon made up 3.03% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #4 holding.
  • Wunderlich Capital Managemnt first reported a position in Amazon in Q4 2018 and has held it in 23 quarters since.
  • Wunderlich Capital Managemnt's Amazon position peaked at $7.13M in Q4 2023.
  • 4,923 funds tracked by Wall St. Rank held Amazon as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.