SEC 13F Intelligence

Aevitas Wealth Management, Inc. / AMZN

Aevitas Wealth Management, Inc.’s Amazon Com Inc Position

Does Aevitas Wealth Management, Inc. own Amazon Com Inc (AMZN)? Yes — 34.8K shares worth $3M (+1.73% of its 13F portfolio) as of Q4 2022, down from 42.2K shares the prior filed quarter.

Position Value
$3M
Q4 2022
Shares
34.8K
% of Portfolio
+1.73%
Quarters Held
17
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $2MQ3 ’19Q4 ’19: $3MQ1 ’20: $3MQ2 ’20: $5MQ2 ’20Q3 ’20: $6MQ4 ’20: $6MQ1 ’21: $6MQ1 ’21Q2 ’21: $7MQ3 ’21: $7MQ4 ’21: $7MQ4 ’21Q1 ’22: $7MQ2 ’22: $4MQ3 ’22: $5MQ3 ’22Q4 ’22: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202234.8K$3M+1.73%
Q3 202242.2K$5M+3.59%
Q2 202242.3K$4M+3.04%
Q1 20222.2K$7M+4.35%
Q4 20212.2K$7M+4.40%
Q3 20212.2K$7M+4.63%
Q2 20212.2K$7M+4.76%
Q1 20212.1K$6M+4.43%
Q4 20201.9K$6M+4.58%
Q3 20201.9K$6M+5.06%
Q2 20202.0K$5M+5.04%
Q1 20201.6K$3M+3.39%
Q4 20191.4K$3M+2.53%
Q3 20191.4K$2M+2.49%
Q2 20191.4K$3M+2.73%
Q1 20191.5K$3M+2.39%
Q4 20181.4K$2M+2.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aevitas Wealth Management, Inc.’s full portfolio or all institutional holders of AMZN.