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BCR Wealth Strategies’s Amazon AMZN Stock Holding History

BCR Wealth Strategies’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
Q4 		– Sell
-220
Closed -$25K – 22
2022
Q3 		$25K Hold
220
– – 0.03% 52
2022
Q2 		$23K Hold
220
– – 0.02% 56
2022
Q1 		$36K Hold
220
– – 0.03% 51
2021
Q4 		$37K Buy
+220
New +$37.7K 0.04% 52

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BCR Wealth Strategies's AMZN Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Amazon (AMZN) in Q4 2022, closing a stake of 220 shares — an estimated $25K sold.

BCR Wealth Strategies first reported a position in AMZN in Q4 2021 and held it in 4 quarters. The position peaked at $37K in Q4 2021. 4,120 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

  • BCR Wealth Strategies reported no remaining Amazon position as of Q4 2022 after selling out during the quarter.
  • BCR Wealth Strategies sold 220 Amazon shares in Q4 2022, an estimated $25K.
  • BCR Wealth Strategies first reported a position in Amazon in Q4 2021 and held it in 4 quarters.
  • BCR Wealth Strategies's Amazon position peaked at $37K in Q4 2021.
  • 4,120 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.