Clear Perspectives Financial Planning’s Amazon AMZN Stock Holding History

Clear Perspectives Financial Planning’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	$72.3K	Sell	700 -2	-0.3%	-$193	0.04%	61
2022 Q4	$59K	Sell	702 -198	-22%	-$19.6K	0.03%	72
2022 Q3	$102K	Hold	900	–	–	0.05%	58
2022 Q2	$96K	Hold	900	–	–	0.04%	67
2022 Q1	$147K	Hold	900	–	–	0.06%	60
2021 Q4	$150K	Hold	900	–	–	0.06%	64
2021 Q3	$148K	Buy	900 +200	+29%	+$34.5K	0.07%	66
2021 Q2	$120K	Hold	700	–	–	0.06%	70
2021 Q1	$108K	Hold	700	–	–	0.06%	63
2020 Q4	$114K	Buy	+700	New	+$112K	0.07%	64

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

Clear Perspectives Financial Planning's AMZN Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its Amazon (AMZN) stake by 0.28% in Q1 2023, selling an estimated $193 and leaving 700 shares worth $72.3K. The position accounts for 0.04% of the portfolio, ranked #61.

Clear Perspectives Financial Planning first reported a position in AMZN in Q4 2020 and has held it in 10 quarters since. The position peaked at $150K in Q4 2021. 4,156 funds tracked by Wall St. Rank hold AMZN as of Q1 2023.

Clear Perspectives Financial Planning held 700 shares of Amazon worth $72.3K as of Q1 2023.
Clear Perspectives Financial Planning sold 2 Amazon shares in Q1 2023, an estimated $193.
Amazon made up 0.04% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #61 holding.
Clear Perspectives Financial Planning first reported a position in Amazon in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Amazon position peaked at $150K in Q4 2021.
4,156 funds tracked by Wall St. Rank held Amazon as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.