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Engrave Wealth Partners’s Amazon AMZN Stock Holding History

Engrave Wealth Partners’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 		$2.58M Sell
16,991
-489
-3% -$68.5K 0.74% 21
2023
Q3 		$2.22M Buy
17,480
+592
+4% +$79.3K 0.68% 19
2023
Q2 		$2.2M Buy
16,888
+72
+0.4% +$8.22K 0.7% 17
2023
Q1 		$1.72M Sell
16,816
-405
-2% -$39.1K 0.58% 18
2022
Q4 		$1.64M Buy
17,221
+11,066
+180% +$1.09M 0.57% 21
2022
Q3 		$696K Buy
6,155
+75
+1% +$9.48K 0.33% 25
2022
Q2 		$646K Buy
6,080
+420
+7% +$52.6K 0.29% 29
2022
Q1 		$923K Sell
5,660
-1,760
-24% -$272K 0.34% 23
2021
Q4 		$1.24M Sell
7,420
-1,180
-14% -$202K 0.36% 29
2021
Q3 		$1.41M Buy
8,600
+2,360
+38% +$407K 0.42% 31
2021
Q2 		$1.07M Buy
6,240
+960
+18% +$160K 0.32% 37
2021
Q1 		$817K Sell
5,280
-960
-15% -$152K 0.33% 38
2020
Q4 		$988K Sell
6,240
-300
-5% -$47.9K 0.81% 25
2020
Q3 		$1.01M Buy
6,540
+1,440
+28% +$227K 0.98% 23
2020
Q2 		$703K Buy
5,100
+260
+5% +$31.4K 0.63% 26
2020
Q1 		$471K Sell
4,840
-200
-4% -$19.4K 0.55% 23
2019
Q4 		$465K Buy
+5,040
New +$446K 0.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Engrave Wealth Partners's AMZN Position: Q4 2023 in Review

Engrave Wealth Partners reduced its Amazon (AMZN) stake by 2.8% in Q4 2023, selling an estimated $68.5K and leaving 16,991 shares worth $2.58M. The position accounts for 0.74% of the portfolio, ranked #21.

Engrave Wealth Partners first reported a position in AMZN in Q4 2019 and has held it in 17 quarters since. 4,725 funds tracked by Wall St. Rank hold AMZN as of Q4 2023.

  • Engrave Wealth Partners held 16,991 shares of Amazon worth $2.58M as of Q4 2023.
  • Engrave Wealth Partners sold 489 Amazon shares in Q4 2023, an estimated $68.5K.
  • Amazon made up 0.74% of Engrave Wealth Partners's portfolio in Q4 2023, its #21 holding.
  • Engrave Wealth Partners first reported a position in Amazon in Q4 2019 and has held it in 17 quarters since.
  • 4,725 funds tracked by Wall St. Rank held Amazon as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.