High Pines Wealth Management’s Amazon AMZN Stock Holding History

High Pines Wealth Management’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 Q4	$797K	Buy	5,248 +767	+17%	+$108K	1.22%	14
2023 Q3	$570K	Buy	4,481 +911	+26%	+$122K	0.94%	14
2023 Q2	$465K	Sell	3,570 -2	-0.1%	-$228	0.71%	16
2023 Q1	$369K	Buy	3,572 +385	+12%	+$37.2K	0.61%	18
2022 Q4	$268K	Buy	3,187 +150	+5%	+$14.8K	0.47%	28
2022 Q3	$343K	Buy	3,037 +215	+8%	+$27.2K	0.66%	16
2022 Q2	$300K	Sell	2,822 -28,558	-91%	-$3.57M	0.55%	19
2022 Q1	$5.12M	Buy	31,380 +2,520	+9%	+$389K	3.76%	8
2021 Q4	$4.81M	Sell	28,860 -3,840	-12%	-$657K	3.35%	12
2021 Q3	$5.37M	Buy	32,700 +7,220	+28%	+$1.25M	3.69%	7
2021 Q2	$4.38M	Buy	25,480 +2,840	+13%	+$472K	3.31%	12
2021 Q1	$3.5M	Buy	22,640 +1,060	+5%	+$168K	3.09%	15
2020 Q4	$3.51M	Buy	+21,580	New	+$3.44M	3.25%	15

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

High Pines Wealth Management's AMZN Position: Q4 2023 in Review

High Pines Wealth Management increased its Amazon (AMZN) stake by 17% in Q4 2023, buying an estimated $108K and bringing the position to 5,248 shares worth $797K. The position accounts for 1.22% of the portfolio, ranked #14.

High Pines Wealth Management first reported a position in AMZN in Q4 2020 and has held it in 13 quarters since. The position peaked at $5.37M in Q3 2021. 4,724 funds tracked by Wall St. Rank hold AMZN as of Q4 2023.

High Pines Wealth Management held 5,248 shares of Amazon worth $797K as of Q4 2023.
High Pines Wealth Management bought 767 Amazon shares in Q4 2023, an estimated $108K.
Amazon made up 1.22% of High Pines Wealth Management's portfolio in Q4 2023, its #14 holding.
High Pines Wealth Management first reported a position in Amazon in Q4 2020 and has held it in 13 quarters since.
High Pines Wealth Management's Amazon position peaked at $5.37M in Q3 2021.
4,724 funds tracked by Wall St. Rank held Amazon as of Q4 2023.

Based on High Pines Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.