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Adirondack Retirement Specialists’s Amazon AMZN Stock Holding History

Adirondack Retirement Specialists’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
2023
Q3 		– Sell
-1,110
Closed -$145K – 31
2023
Q2 		$145K Sell
1,110
-420
-27% -$48K 0.11% 28
2023
Q1 		$159K Buy
1,530
+200
+15% +$19.3K 0.13% 26
2022
Q4 		$112K Sell
1,330
-80
-6% -$7.9K 0.13% 22
2022
Q3 		$159K Buy
+1,410
New +$178K 0.15% 24
2022
Q2 		– Sell
-1,360
Closed -$225K – 17
2022
Q1 		$225K Sell
1,360
-1,220
-47% -$189K 0.2% 17
2021
Q4 		$430K Sell
2,580
-40
-2% -$6.85K 0.38% 15
2021
Q3 		$430K Sell
2,620
-300
-10% -$51.7K 0.4% 17
2021
Q2 		$499K Buy
2,920
+180
+7% +$29.9K 0.47% 14
2021
Q1 		$419K Sell
2,740
-100
-4% -$15.9K 0.43% 15
2020
Q4 		$462K Buy
+2,840
New +$453K 0.41% 18

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

Adirondack Retirement Specialists's AMZN Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of Amazon (AMZN) in Q3 2023, closing a stake of 1,110 shares — an estimated $145K sold.

Adirondack Retirement Specialists first reported a position in AMZN in Q4 2020 and held it in 10 quarters. The position peaked at $499K in Q2 2021. 4,374 funds tracked by Wall St. Rank hold AMZN as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining Amazon position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 1,110 Amazon shares in Q3 2023, an estimated $145K.
  • Adirondack Retirement Specialists first reported a position in Amazon in Q4 2020 and held it in 10 quarters.
  • Adirondack Retirement Specialists's Amazon position peaked at $499K in Q2 2021.
  • 4,374 funds tracked by Wall St. Rank held Amazon as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.