Cardinal Point Wealth Management Partners’s Amazon AMZN Stock Holding History

Cardinal Point Wealth Management Partners’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 Q1	$537K	Buy	5,201 +1,540	+42%	+$149K	0.16%	49
2022 Q4	$308K	Buy	+3,661	New	+$362K	0.11%	54
2022 Q2	–	Sell	-1,340	Closed	-$218K	–	51
2022 Q1	$218K	Buy	+1,340	New	+$207K	0.1%	46

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

Cardinal Point Wealth Management Partners's AMZN Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its Amazon (AMZN) stake by 42% in Q1 2023, buying an estimated $149K and bringing the position to 5,201 shares worth $537K. The position accounts for 0.16% of the portfolio, ranked #49.

Cardinal Point Wealth Management Partners first reported a position in AMZN in Q1 2022 and has held it in 3 quarters since. 4,156 funds tracked by Wall St. Rank hold AMZN as of Q1 2023.

Cardinal Point Wealth Management Partners held 5,201 shares of Amazon worth $537K as of Q1 2023.
Cardinal Point Wealth Management Partners bought 1,540 Amazon shares in Q1 2023, an estimated $149K.
Amazon made up 0.16% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #49 holding.
Cardinal Point Wealth Management Partners first reported a position in Amazon in Q1 2022 and has held it in 3 quarters since.
4,156 funds tracked by Wall St. Rank held Amazon as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.