Hall Private Wealth Advisors’s Amazon AMZN Stock Holding History

Hall Private Wealth Advisors’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	$10.5M	Buy	82,285 +792	+1%	+$106K	7.03%	5
2023 Q2	$10.6M	Buy	81,493 +6,018	+8%	+$687K	5.74%	6
2023 Q1	$7.8M	Buy	75,475 +4,705	+7%	+$455K	4.06%	10
2022 Q4	$5.94M	Sell	70,770 -4,173	-6%	-$412K	3.38%	12
2022 Q3	$8.47M	Buy	74,943 +5,048	+7%	+$638K	4.88%	9
2022 Q2	$7.42M	Buy	69,895 +15,475	+28%	+$1.94M	4.17%	11
2022 Q1	$8.87M	Buy	54,420 +9,860	+22%	+$1.52M	4.74%	8
2021 Q4	$7.43M	Sell	44,560 -320	-0.7%	-$54.8K	4.62%	8
2021 Q3	$7.37M	Sell	44,880 -3,720	-8%	-$642K	4.7%	8
2021 Q2	$8.36M	Buy	+48,600	New	+$8.08M	5.44%	4
2020 Q4	$8.54M	Buy	+52,460	New	+$8.37M	7.04%	5

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Hall Private Wealth Advisors's AMZN Position: Q3 2023 in Review

Hall Private Wealth Advisors increased its Amazon (AMZN) stake by 0.97% in Q3 2023, buying an estimated $106K and bringing the position to 82,285 shares worth $10.5M. The position accounts for 7.03% of the portfolio, ranked #5.

Hall Private Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 11 quarters since. The position peaked at $10.6M in Q2 2023. 4,374 funds tracked by Wall St. Rank hold AMZN as of Q3 2023.

Hall Private Wealth Advisors held 82,285 shares of Amazon worth $10.5M as of Q3 2023.
Hall Private Wealth Advisors bought 792 Amazon shares in Q3 2023, an estimated $106K.
Amazon made up 7.03% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #5 holding.
Hall Private Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 11 quarters since.
Hall Private Wealth Advisors's Amazon position peaked at $10.6M in Q2 2023.
4,374 funds tracked by Wall St. Rank held Amazon as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.