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 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

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

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return