Bickling Financial Services’s Amazon AMZN Stock Holding History

Bickling Financial Services’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	$1.5M	Sell	17,900 -1,340	-7%	-$132K	0.94%	25
2022 Q3	$2.17M	Buy	19,240 +2,101	+12%	+$266K	1.47%	15
2022 Q2	$1.82M	Buy	17,139 +499	+3%	+$62.4K	1.15%	21
2022 Q1	$2.71M	Buy	16,640 +2,720	+20%	+$420K	1.39%	17
2021 Q4	$2.32M	Buy	13,920 +480	+4%	+$82.2K	1.13%	23
2021 Q3	$2.21M	Sell	13,440 -800	-6%	-$138K	1.12%	21
2021 Q2	$2.45M	Buy	14,240 +2,140	+18%	+$356K	1.11%	22
2021 Q1	$1.87M	Buy	12,100 +3,680	+44%	+$583K	0.94%	26
2020 Q4	$1.37M	Buy	+8,420	New	+$1.34M	0.85%	29

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bickling Financial Services's AMZN Position: Q4 2022 in Review

Bickling Financial Services reduced its Amazon (AMZN) stake by 7% in Q4 2022, selling an estimated $132K and leaving 17,900 shares worth $1.5M. The position accounts for 0.94% of the portfolio, ranked #25.

Bickling Financial Services first reported a position in AMZN in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.71M in Q1 2022. 4,121 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

Bickling Financial Services held 17,900 shares of Amazon worth $1.5M as of Q4 2022.
Bickling Financial Services sold 1,340 Amazon shares in Q4 2022, an estimated $132K.
Amazon made up 0.94% of Bickling Financial Services's portfolio in Q4 2022, its #25 holding.
Bickling Financial Services first reported a position in Amazon in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's Amazon position peaked at $2.71M in Q1 2022.
4,121 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.