SEC 13F Intelligence

Newport Wealth Strategies, Inc. / AMZN

Newport Wealth Strategies, Inc.’s Amazon Com Inc Position

Does Newport Wealth Strategies, Inc. own Amazon Com Inc (AMZN)? Yes — 1.4K shares worth $5M (+2.80% of its 13F portfolio) as of Q3 2021, up from 1.4K shares the prior filed quarter.

Position Value
$5M
Q3 2021
Shares
1.4K
% of Portfolio
+2.80%
Quarters Held
11
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ2 ’19Q3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ2 ’20Q3 ’20: $5MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ3 ’21: $5MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20211.4K$5M+2.80%
Q1 20211.4K$4M+2.65%
Q4 20201.4K$4M+3.33%
Q3 20201.4K$5M+3.39%
Q2 20201.5K$4M+3.66%
Q1 20201.6K$4M+3.33%
Q4 20191.5K$3M+2.11%
Q3 20191.1K$2M+1.69%
Q2 20191.1K$2M+2.06%
Q1 20191.2K$2M+2.13%
Q4 2018855$1M+1.94%

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