Essex Private Wealth Management’s Amazon AMZN Stock Holding History

Essex Private 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
2022 Q2	–	Sell	-1,300	Closed	-$212K	–	32
2022 Q1	$212K	Sell	1,300 -15,780	-92%	-$2.44M	0.57%	32
2021 Q4	$2.85M	Buy	17,080 +560	+3%	+$95.8K	2.41%	12
2021 Q3	$2.71M	Sell	16,520 -160	-1%	-$27.6K	2.46%	10
2021 Q2	$2.87M	Buy	16,680 +220	+1%	+$36.6K	2.62%	10
2021 Q1	$2.55M	Buy	16,460 +200	+1%	+$31.7K	2.43%	13
2020 Q4	$2.65M	Sell	16,260 -280	-2%	-$44.7K	2.58%	11
2020 Q3	$2.6M	Buy	16,540 +220	+1%	+$34.7K	2.69%	12
2020 Q2	$2.25M	Sell	16,320 -180	-1%	-$21.7K	2.61%	12
2020 Q1	$1.61M	Buy	16,500 +480	+3%	+$46.5K	2.1%	14
2019 Q4	$1.48M	Buy	+16,020	New	+$1.42M	1.5%	15

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Essex Private Wealth Management's AMZN Position: Q2 2022 in Review

Essex Private Wealth Management sold out of Amazon (AMZN) in Q2 2022, closing a stake of 1,300 shares — an estimated $212K sold.

Essex Private Wealth Management first reported a position in AMZN in Q4 2019 and held it in 10 quarters. The position peaked at $2.87M in Q2 2021. 4,039 funds tracked by Wall St. Rank hold AMZN as of Q2 2022.

Essex Private Wealth Management reported no remaining Amazon position as of Q2 2022 after selling out during the quarter.
Essex Private Wealth Management sold 1,300 Amazon shares in Q2 2022, an estimated $212K.
Essex Private Wealth Management first reported a position in Amazon in Q4 2019 and held it in 10 quarters.
Essex Private Wealth Management's Amazon position peaked at $2.87M in Q2 2021.
4,039 funds tracked by Wall St. Rank held Amazon as of Q2 2022.

Based on Essex Private Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.