Comprehensive Wealth Management’s Amazon AMZN Stock Holding History

Comprehensive 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
2024 Q3	–	Sell	-1,560	Closed	-$301K	–	32
2024 Q2	$301K	Buy	+1,560	New	+$287K	0.22%	30
2022 Q2	–	Sell	-1,260	Closed	-$205K	–	32
2022 Q1	$205K	Buy	+1,260	New	+$195K	0.21%	32

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Comprehensive Wealth Management's AMZN Position: Q3 2024 in Review

Comprehensive Wealth Management sold out of Amazon (AMZN) in Q3 2024, closing a stake of 1,560 shares — an estimated $301K sold.

Comprehensive Wealth Management first reported a position in AMZN in Q1 2022 and held it in 2 quarters. The position peaked at $301K in Q2 2024. 4,915 funds tracked by Wall St. Rank hold AMZN as of Q3 2024.

Comprehensive Wealth Management reported no remaining Amazon position as of Q3 2024 after selling out during the quarter.
Comprehensive Wealth Management sold 1,560 Amazon shares in Q3 2024, an estimated $301K.
Comprehensive Wealth Management first reported a position in Amazon in Q1 2022 and held it in 2 quarters.
Comprehensive Wealth Management's Amazon position peaked at $301K in Q2 2024.
4,915 funds tracked by Wall St. Rank held Amazon as of Q3 2024.

Based on Comprehensive Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.