Cardinal Point Wealth Management’s Amazon AMZN Stock Holding History

Cardinal Point Wealth Management’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
2021 Q1	–	Sell	-1,960	Closed	-$319K	–	39
2020 Q4	$319K	Buy	+1,960	New	+$313K	0.16%	30

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cardinal Point Wealth Management's AMZN Position: Q1 2021 in Review

Cardinal Point Wealth Management sold out of Amazon (AMZN) in Q1 2021, closing a stake of 1,960 shares — an estimated $319K sold.

Cardinal Point Wealth Management first reported a position in AMZN in Q4 2020 and held it in 1 quarter. The position peaked at $319K in Q4 2020. 3,697 funds tracked by Wall St. Rank hold AMZN as of Q1 2021.

Cardinal Point Wealth Management reported no remaining Amazon position as of Q1 2021 after selling out during the quarter.
Cardinal Point Wealth Management sold 1,960 Amazon shares in Q1 2021, an estimated $319K.
Cardinal Point Wealth Management first reported a position in Amazon in Q4 2020 and held it in 1 quarter.
Cardinal Point Wealth Management's Amazon position peaked at $319K in Q4 2020.
3,697 funds tracked by Wall St. Rank held Amazon as of Q1 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q1 2021, filed 2 Jul 2021.