Cardinal Strategic Wealth Guidance’s Amazon AMZN Stock Holding History

Cardinal Strategic Wealth Guidance’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
2024 Q1	–	Sell	-4,479	Closed	-$681K	–	59
2023 Q4	$681K	Hold	4,479	–	–	0.27%	34
2023 Q3	$569K	Hold	4,479	–	–	0.26%	37
2023 Q2	$584K	Buy	4,479 +100	+2%	+$11.4K	0.26%	34
2023 Q1	$452K	Sell	4,379 -157	-3%	-$15.2K	0.21%	41
2022 Q4	$381K	Buy	4,536 +416	+10%	+$41.1K	0.18%	52
2022 Q3	$466K	Buy	4,120 +800	+24%	+$101K	0.25%	41
2022 Q2	$353K	Hold	3,320	–	–	0.18%	48
2022 Q1	$541K	Hold	3,320	–	–	0.25%	47
2021 Q4	$554K	Sell	3,320 -100	-3%	-$17.1K	0.26%	48
2021 Q3	$562K	Sell	3,420 -60	-2%	-$10.3K	0.29%	47
2021 Q2	$599K	Hold	3,480	–	–	0.32%	45
2021 Q1	$538K	Hold	3,480	–	–	0.32%	44
2020 Q4	$567K	Sell	3,480 -500	-13%	-$79.8K	0.34%	34
2020 Q3	$627K	Buy	3,980 +60	+2%	+$9.46K	0.44%	30
2020 Q2	$541K	Hold	3,920	–	–	0.4%	34
2020 Q1	$382K	Sell	3,920 -100	-2%	-$9.68K	0.35%	34
2019 Q4	$371K	Buy	+4,020	New	+$356K	0.32%	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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Cardinal Strategic Wealth Guidance's AMZN Position: Q1 2024 in Review

Cardinal Strategic Wealth Guidance sold out of Amazon (AMZN) in Q1 2024, closing a stake of 4,479 shares — an estimated $681K sold.

Cardinal Strategic Wealth Guidance first reported a position in AMZN in Q4 2019 and held it in 17 quarters. The position peaked at $681K in Q4 2023. 4,850 funds tracked by Wall St. Rank hold AMZN as of Q1 2024.

Cardinal Strategic Wealth Guidance reported no remaining Amazon position as of Q1 2024 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 4,479 Amazon shares in Q1 2024, an estimated $681K.
Cardinal Strategic Wealth Guidance first reported a position in Amazon in Q4 2019 and held it in 17 quarters.
Cardinal Strategic Wealth Guidance's Amazon position peaked at $681K in Q4 2023.
4,850 funds tracked by Wall St. Rank held Amazon as of Q1 2024.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2024, filed 25 Apr 2024.