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Adams Chetwood Wealth Management’s Amazon AMZN Stock Holding History

Adams Chetwood Wealth Management’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 		$3.98M Sell
24,440
-100
-0.4% -$15.5K 2.26% 10
2021
Q4 		$4.09M Sell
24,540
-180
-0.7% -$30.8K 2.78% 8
2021
Q3 		$4.06M Sell
24,720
-260
-1% -$44.8K 2.94% 8
2021
Q2 		$4.3M Sell
24,980
-40
-0.2% -$6.65K 3.03% 8
2021
Q1 		$3.87M Sell
25,020
-1,080
-4% -$171K 2.95% 7
2020
Q4 		$4.25M Sell
26,100
-240
-0.9% -$38.3K 3.52% 6
2020
Q3 		$4.15M Sell
26,340
-60
-0.2% -$9.46K 3.99% 6
2020
Q2 		$3.64M Sell
26,400
-200
-0.8% -$24.2K 3.7% 7
2020
Q1 		$3.17M Hold
26,600
– – 3.7% 6
2019
Q4 		$2.46M Buy
+26,600
New +$2.35M 2.51% 8

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Adams Chetwood Wealth Management's AMZN Position: Q1 2022 in Review

Adams Chetwood Wealth Management reduced its Amazon (AMZN) stake by 0.41% in Q1 2022, selling an estimated $15.5K and leaving 24,440 shares worth $3.98M. The position accounts for 2.26% of the portfolio, ranked #10.

Adams Chetwood Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 10 quarters since. The position peaked at $4.3M in Q2 2021. 4,163 funds tracked by Wall St. Rank hold AMZN as of Q1 2022.

  • Adams Chetwood Wealth Management held 24,440 shares of Amazon worth $3.98M as of Q1 2022.
  • Adams Chetwood Wealth Management sold 100 Amazon shares in Q1 2022, an estimated $15.5K.
  • Amazon made up 2.26% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #10 holding.
  • Adams Chetwood Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 10 quarters since.
  • Adams Chetwood Wealth Management's Amazon position peaked at $4.3M in Q2 2021.
  • 4,163 funds tracked by Wall St. Rank held Amazon as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.