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Filbrandt Wealth Management’s Amazon AMZN Stock Holding History

Filbrandt 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
2021
Q3 		$16K Buy
100
+40
+67% +$6.9K 0.01% 119
2021
Q2 		$10K Hold
60
– – 0.01% 129
2021
Q1 		$9K Buy
+60
New +$9.51K 0.01% 127
2020
Q4 		– Sell
-3,040
Closed -$479K – 162
2020
Q3 		$479K Buy
3,040
+2,740
+913% +$432K 0.37% 16
2020
Q2 		$41K Buy
300
+220
+275% +$26.6K 0.03% 129
2020
Q1 		$8K Buy
+80
New +$7.74K 0.01% 135

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Filbrandt Wealth Management's AMZN Position: Q3 2021 in Review

Filbrandt Wealth Management increased its Amazon (AMZN) stake by 67% in Q3 2021, buying an estimated $6.9K and bringing the position to 100 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #119.

Filbrandt Wealth Management first reported a position in AMZN in Q1 2020 and has held it in 6 quarters since. The position peaked at $479K in Q3 2020. 3,701 funds tracked by Wall St. Rank hold AMZN as of Q3 2021.

  • Filbrandt Wealth Management held 100 shares of Amazon worth $16K as of Q3 2021.
  • Filbrandt Wealth Management bought 40 Amazon shares in Q3 2021, an estimated $6.9K.
  • Amazon made up 0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #119 holding.
  • Filbrandt Wealth Management first reported a position in Amazon in Q1 2020 and has held it in 6 quarters since.
  • Filbrandt Wealth Management's Amazon position peaked at $479K in Q3 2020.
  • 3,701 funds tracked by Wall St. Rank held Amazon as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.