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Baron Financial Group’s Amazon AMZN Stock Holding History

Baron Financial Group’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
Q3 		– Sell
-360
Closed -$38.2K – 58
2022
Q2 		$38.2K Hold
360
– – 0.03% 94
2022
Q1 		$58.7K Hold
360
– – 0.03% 83
2021
Q4 		$60K Hold
360
– – 0.03% 83
2021
Q3 		$59.1K Buy
360
+160
+80% +$27.6K 0.04% 82
2021
Q2 		$34.4K Hold
200
– – 0.02% 113
2021
Q1 		$30.9K Hold
200
– – 0.02% 116
2020
Q4 		$32.6K Hold
200
– – 0.03% 107
2020
Q3 		$31.5K Buy
+200
New +$31.5K 0.03% 111

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baron Financial Group's AMZN Position: Q3 2022 in Review

Baron Financial Group sold out of Amazon (AMZN) in Q3 2022, closing a stake of 360 shares — an estimated $38.2K sold.

Baron Financial Group first reported a position in AMZN in Q3 2020 and held it in 8 quarters. The position peaked at $60K in Q4 2021. 4,075 funds tracked by Wall St. Rank hold AMZN as of Q3 2022.

  • Baron Financial Group reported no remaining Amazon position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 360 Amazon shares in Q3 2022, an estimated $38.2K.
  • Baron Financial Group first reported a position in Amazon in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Amazon position peaked at $60K in Q4 2021.
  • 4,075 funds tracked by Wall St. Rank held Amazon as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.