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Goldstein Munger & Associates’s Amazon AMZN Stock Holding History

Goldstein Munger & Associates’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 		– Sell
-7,200
Closed -$1.24M – 34
2021
Q2 		$1.24M Hold
7,200
– – 0.33% 21
2021
Q1 		$1.11M Hold
7,200
– – 0.31% 21
2020
Q4 		$1.17M Buy
7,200
+680
+10% +$109K 0.35% 21
2020
Q3 		$1.03M Buy
6,520
+500
+8% +$78.8K 0.34% 22
2020
Q2 		$830K Hold
6,020
– – 0.31% 24
2020
Q1 		$587K Hold
6,020
– – 0.29% 22
2019
Q4 		$556K Hold
6,020
– – 0.23% 27
2019
Q3 		$523K Hold
6,020
– – 0.23% 27
2019
Q2 		$570K Hold
6,020
– – 0.25% 23
2019
Q1 		$536K Hold
6,020
– – 0.23% 28
2018
Q4 		$452K Hold
6,020
– – 0.22% 30
2018
Q3 		$603K Sell
6,020
-80
-1% -$7.52K 0.26% 24
2018
Q2 		$518K Buy
6,100
+80
+1% +$6.35K 0.22% 27
2018
Q1 		$436K Buy
6,020
+1,300
+28% +$93K 0.19% 29
2017
Q4 		$276K Buy
+4,720
New +$260K 0.12% 33
2016
Q3 		– Sell
-9,020
Closed -$323K – 32
2016
Q2 		$323K Buy
9,020
+1,020
+13% +$34.5K 0.15% 26
2016
Q1 		$237K Hold
8,000
– – 0.1% 32
2015
Q4 		$270K Hold
8,000
– – 0.12% 30
2015
Q3 		$205K Buy
+8,000
New +$202K 0.09% 32
2015
Q1 		– Sell
-14,000
Closed -$217K – 30
2014
Q4 		$217K Hold
14,000
– – 0.09% 31
2014
Q3 		$226K Hold
14,000
– – 0.09% 29
2014
Q2 		$227K Buy
+14,000
New +$221K 0.09% 29
2014
Q1 		– Sell
-14,000
Closed -$279K – 26
2013
Q4 		$279K Hold
14,000
– – 0.12% 28
2013
Q3 		$219K Buy
+14,000
New +$209K 0.09% 31

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

Goldstein Munger & Associates's AMZN Position: Q3 2021 in Review

Goldstein Munger & Associates sold out of Amazon (AMZN) in Q3 2021, closing a stake of 7,200 shares — an estimated $1.24M sold.

Goldstein Munger & Associates first reported a position in AMZN in Q3 2013 and held it in 24 quarters. The position peaked at $1.24M in Q2 2021. 3,701 funds tracked by Wall St. Rank hold AMZN as of Q3 2021.

  • Goldstein Munger & Associates reported no remaining Amazon position as of Q3 2021 after selling out during the quarter.
  • Goldstein Munger & Associates sold 7,200 Amazon shares in Q3 2021, an estimated $1.24M.
  • Goldstein Munger & Associates first reported a position in Amazon in Q3 2013 and held it in 24 quarters.
  • Goldstein Munger & Associates's Amazon position peaked at $1.24M in Q2 2021.
  • 3,701 funds tracked by Wall St. Rank held Amazon as of Q3 2021.

Based on Goldstein Munger & Associates's 13F filing for Q3 2021, filed 12 Nov 2021.