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Caliber Wealth Management (Utah)’s Amazon AMZN Stock Holding History

Caliber Wealth Management (Utah)’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
Q2 		– Sell
-15,560
Closed -$2.54M – 66
2022
Q1 		$2.54M Buy
15,560
+1,680
+12% +$260K 1.62% 24
2021
Q4 		$2.25M Buy
13,880
+2,660
+24% +$455K 1.56% 24
2021
Q3 		$1.94M Buy
11,220
+580
+5% +$100K 1.36% 33
2021
Q2 		$1.83M Sell
10,640
-1,240
-10% -$206K 1.3% 29
2021
Q1 		$1.84M Sell
11,880
-480
-4% -$76.1K 1.34% 17
2020
Q4 		$2.01M Buy
+12,360
New +$1.97M 1.97% 13

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
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
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

Caliber Wealth Management (Utah)'s AMZN Position: Q2 2022 in Review

Caliber Wealth Management (Utah) sold out of Amazon (AMZN) in Q2 2022, closing a stake of 15,560 shares — an estimated $2.54M sold.

Caliber Wealth Management (Utah) first reported a position in AMZN in Q4 2020 and held it in 6 quarters. The position peaked at $2.54M in Q1 2022. 4,038 funds tracked by Wall St. Rank hold AMZN as of Q2 2022.

  • Caliber Wealth Management (Utah) reported no remaining Amazon position as of Q2 2022 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 15,560 Amazon shares in Q2 2022, an estimated $2.54M.
  • Caliber Wealth Management (Utah) first reported a position in Amazon in Q4 2020 and held it in 6 quarters.
  • Caliber Wealth Management (Utah)'s Amazon position peaked at $2.54M in Q1 2022.
  • 4,038 funds tracked by Wall St. Rank held Amazon as of Q2 2022.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2022, filed 12 Jul 2022.