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Freedom Wealth Alliance’s Amazon AMZN Stock Holding History

Freedom Wealth Alliance’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
2023
Q3 		$347K Sell
2,729
-1,025
-27% -$137K 0.57% 26
2023
Q2 		$504K Sell
3,754
-100
-3% -$11.4K 0.7% 24
2023
Q1 		$398K Sell
3,854
-111
-3% -$10.7K 0.6% 28
2022
Q4 		$333K Buy
+3,965
New +$392K 0.47% 34

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Freedom Wealth Alliance's AMZN Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its Amazon (AMZN) stake by 27% in Q3 2023, selling an estimated $137K and leaving 2,729 shares worth $347K. The position accounts for 0.57% of the portfolio, ranked #26.

Freedom Wealth Alliance first reported a position in AMZN in Q4 2022 and has held it in 4 quarters since. The position peaked at $504K in Q2 2023. 4,375 funds tracked by Wall St. Rank hold AMZN as of Q3 2023.

  • Freedom Wealth Alliance held 2,729 shares of Amazon worth $347K as of Q3 2023.
  • Freedom Wealth Alliance sold 1,025 Amazon shares in Q3 2023, an estimated $137K.
  • Amazon made up 0.57% of Freedom Wealth Alliance's portfolio in Q3 2023, its #26 holding.
  • Freedom Wealth Alliance first reported a position in Amazon in Q4 2022 and has held it in 4 quarters since.
  • Freedom Wealth Alliance's Amazon position peaked at $504K in Q2 2023.
  • 4,375 funds tracked by Wall St. Rank held Amazon as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.