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DWM Financial Group’s Amazon AMZN Stock Holding History

DWM Financial 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
2020
Q4 		$231K Hold
1,420
– – 0.31% 17
2020
Q3 		$224K Sell
1,420
-1,000
-41% -$158K 0.35% 15
2020
Q2 		$334K Sell
2,420
-500
-17% -$60.4K 0.5% 17
2020
Q1 		$285K Buy
2,920
+620
+27% +$60K 0.63% 22
2019
Q4 		$213K Buy
+2,300
New +$204K 0.22% 26

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DWM Financial Group's AMZN Position: Q4 2020 in Review

DWM Financial Group held its Amazon (AMZN) position steady in Q4 2020 at 1,420 shares worth $231K. The position accounts for 0.31% of the portfolio, ranked #17.

DWM Financial Group first reported a position in AMZN in Q4 2019 and has held it in 5 quarters since. The position peaked at $334K in Q2 2020. 3,723 funds tracked by Wall St. Rank hold AMZN as of Q4 2020.

  • DWM Financial Group held 1,420 shares of Amazon worth $231K as of Q4 2020.
  • DWM Financial Group left its Amazon share count unchanged in Q4 2020.
  • Amazon made up 0.31% of DWM Financial Group's portfolio in Q4 2020, its #17 holding.
  • DWM Financial Group first reported a position in Amazon in Q4 2019 and has held it in 5 quarters since.
  • DWM Financial Group's Amazon position peaked at $334K in Q2 2020.
  • 3,723 funds tracked by Wall St. Rank held Amazon as of Q4 2020.

Based on DWM Financial Group's 13F filing for Q4 2020, filed 12 Feb 2021.