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Foresight Wealth Management’s Amazon AMZN Stock Holding History

Foresight 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
Q4 		– Sell
-16,208
Closed -$1.83M – 21
2022
Q3 		$1.83M Sell
16,208
-258
-2% -$32.6K 0.42% 22
2022
Q2 		$1.75M Sell
16,466
-3,914
-19% -$490K 0.36% 24
2022
Q1 		$3.32M Buy
20,380
+1,180
+6% +$182K 0.61% 19
2021
Q4 		$3.2M Sell
19,200
-800
-4% -$137K 0.04% 21
2021
Q3 		$3.29M Sell
20,000
-340
-2% -$58.6K 0.66% 19
2021
Q2 		$3.5M Hold
20,340
– – 0.78% 19
2021
Q1 		$3.15M Sell
20,340
-540
-3% -$85.6K 0.8% 18
2020
Q4 		$3.4M Sell
20,880
-440
-2% -$70.2K 0.9% 17
2020
Q3 		$3.36M Buy
21,320
+240
+1% +$37.8K 1.12% 13
2020
Q2 		$2.91M Sell
21,080
-760
-3% -$91.8K 1.33% 13
2020
Q1 		$2.13M Buy
21,840
+1,360
+7% +$132K 1.47% 19
2019
Q4 		$1.89M Buy
20,480
+300
+1% +$26.6K 1.17% 21
2019
Q3 		$1.75M Buy
20,180
+260
+1% +$24.1K 1.26% 22
2019
Q2 		$1.89M Buy
19,920
+1,040
+6% +$96.9K 1.43% 22
2019
Q1 		$1.68M Buy
18,880
+1,560
+9% +$130K 1.46% 21
2018
Q4 		$1.3M Buy
+17,320
New +$1.44M 1.38% 21

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Foresight Wealth Management's AMZN Position: Q4 2022 in Review

Foresight Wealth Management sold out of Amazon (AMZN) in Q4 2022, closing a stake of 16,208 shares — an estimated $1.83M sold.

Foresight Wealth Management first reported a position in AMZN in Q4 2018 and held it in 16 quarters. The position peaked at $3.5M in Q2 2021. 4,123 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

  • Foresight Wealth Management reported no remaining Amazon position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 16,208 Amazon shares in Q4 2022, an estimated $1.83M.
  • Foresight Wealth Management first reported a position in Amazon in Q4 2018 and held it in 16 quarters.
  • Foresight Wealth Management's Amazon position peaked at $3.5M in Q2 2021.
  • 4,123 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.