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Financial Planners of Cleveland’s Amazon AMZN Stock Holding History

Financial Planners of Cleveland’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
-4,040
Closed -$659K – 4
2022
Q1 		$659K Sell
4,040
-3,700
-48% -$572K 0.28% 30
2021
Q4 		$1.25M Buy
+7,740
New +$1.32M 0.51% 18

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Planners of Cleveland's AMZN Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of Amazon (AMZN) in Q2 2022, closing a stake of 4,040 shares — an estimated $659K sold.

Financial Planners of Cleveland first reported a position in AMZN in Q4 2021 and held it in 2 quarters. The position peaked at $1.25M in Q4 2021. 4,039 funds tracked by Wall St. Rank hold AMZN as of Q2 2022.

  • Financial Planners of Cleveland reported no remaining Amazon position as of Q2 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 4,040 Amazon shares in Q2 2022, an estimated $659K.
  • Financial Planners of Cleveland first reported a position in Amazon in Q4 2021 and held it in 2 quarters.
  • Financial Planners of Cleveland's Amazon position peaked at $1.25M in Q4 2021.
  • 4,039 funds tracked by Wall St. Rank held Amazon as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.