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Goodwin Investment Advisory’s Amazon AMZN Stock Holding History

Goodwin Investment Advisory’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
Q1 		– Sell
-400
Closed -$33.6K – 87
2022
Q4 		$33.6K Hold
400
– – 0.02% 105
2022
Q3 		$45K Sell
400
-11
-3% -$1.39K 0.03% 88
2022
Q2 		$43.7K Sell
411
-209
-34% -$26.2K 0.03% 74
2022
Q1 		$100K Buy
620
+100
+19% +$15.5K 0.07% 54
2021
Q4 		$86K Buy
520
+120
+30% +$20.5K 0.06% 56
2021
Q3 		$66K Hold
400
– – 0.06% 56
2021
Q2 		$69K Hold
400
– – 0.08% 54
2021
Q1 		$62K Hold
400
– – 0.07% 54
2020
Q4 		$65K Buy
+400
New +$63.8K 0.08% 41

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Goodwin Investment Advisory's AMZN Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Amazon (AMZN) in Q1 2023, closing a stake of 400 shares — an estimated $33.6K sold.

Goodwin Investment Advisory first reported a position in AMZN in Q4 2020 and held it in 9 quarters. The position peaked at $100K in Q1 2022. 4,157 funds tracked by Wall St. Rank hold AMZN as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Amazon position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 400 Amazon shares in Q1 2023, an estimated $33.6K.
  • Goodwin Investment Advisory first reported a position in Amazon in Q4 2020 and held it in 9 quarters.
  • Goodwin Investment Advisory's Amazon position peaked at $100K in Q1 2022.
  • 4,157 funds tracked by Wall St. Rank held Amazon as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.