Heritage Wealth Management (Arizona)’s Amazon AMZN Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	$206K	Buy	+1,067	New	+$196K	0.11%	160
2022 Q4	$1.63M	Buy	19,426 +9,995	+106%	+$987K	0.23%	72
2022 Q3	$1.07M	Sell	9,431 -839	-8%	-$106K	0.34%	53
2022 Q2	$1.09M	Buy	10,270 +110	+1%	+$13.8K	0.36%	52
2022 Q1	$1.66M	Buy	+10,160	New	+$1.57M	0.45%	43
2021 Q3	$1.47M	Sell	8,940 -20	-0.2%	-$3.45K	0.52%	39
2021 Q2	$1.54M	Buy	8,960 +340	+4%	+$56.5K	0.58%	32
2021 Q1	$1.33M	Buy	+8,620	New	+$1.37M	0.75%	29

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Management (Arizona)'s AMZN Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) opened a new position in Amazon (AMZN) in Q2 2024: 1,067 shares worth $206K. The stake represents 0.11% of the portfolio and ranks #160 among its holdings. This is a return to the name: Heritage Wealth Management (Arizona) previously reported a position in AMZN as recently as Q4 2022.

Heritage Wealth Management (Arizona) first reported a position in AMZN in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.66M in Q1 2022. 4,932 funds tracked by Wall St. Rank hold AMZN as of Q2 2024.

Heritage Wealth Management (Arizona) held 1,067 shares of Amazon worth $206K as of Q2 2024.
Amazon was a new Heritage Wealth Management (Arizona) position in Q2 2024.
Amazon made up 0.11% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #160 holding.
Heritage Wealth Management (Arizona) first reported a position in Amazon in Q1 2021 and has held it in 8 quarters since.
Heritage Wealth Management (Arizona)'s Amazon position peaked at $1.66M in Q1 2022.
4,932 funds tracked by Wall St. Rank held Amazon as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.