DB Wealth Management Group’s Amazon AMZN Stock Holding History

DB Wealth Management Group’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 Q4	$732K	Hold	4,820	–	–	0.42%	45
2023 Q3	$613K	Hold	4,820	–	–	0.39%	47
2023 Q2	$628K	Hold	4,820	–	–	0.38%	48
2023 Q1	$498K	Hold	4,820	–	–	0.31%	55
2022 Q4	$405K	Hold	4,820	–	–	0.26%	59
2022 Q3	$545K	Hold	4,820	–	–	0.39%	48
2022 Q2	$512K	Hold	4,820	–	–	0.35%	54
2022 Q1	$786K	Buy	4,820 +220	+5%	+$34K	0.47%	47
2021 Q4	$767K	Hold	4,600	–	–	0.45%	51
2021 Q3	$756K	Hold	4,600	–	–	0.49%	48
2021 Q2	$791K	Sell	4,600 -40	-0.9%	-$6.65K	0.51%	48
2021 Q1	$718K	Hold	4,640	–	–	0.49%	48
2020 Q4	$756K	Buy	+4,640	New	+$740K	0.56%	42

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

DB Wealth Management Group's AMZN Position: Q4 2023 in Review

DB Wealth Management Group held its Amazon (AMZN) position steady in Q4 2023 at 4,820 shares worth $732K. The position accounts for 0.42% of the portfolio, ranked #45.

DB Wealth Management Group first reported a position in AMZN in Q4 2020 and has held it in 13 quarters since. The position peaked at $791K in Q2 2021. 4,724 funds tracked by Wall St. Rank hold AMZN as of Q4 2023.

DB Wealth Management Group held 4,820 shares of Amazon worth $732K as of Q4 2023.
DB Wealth Management Group left its Amazon share count unchanged in Q4 2023.
Amazon made up 0.42% of DB Wealth Management Group's portfolio in Q4 2023, its #45 holding.
DB Wealth Management Group first reported a position in Amazon in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Amazon position peaked at $791K in Q2 2021.
4,724 funds tracked by Wall St. Rank held Amazon as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.