KerberRose Wealth Management’s Amazon AMZN Stock Holding History

KerberRose 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
2022 Q2	$865K	Buy	+8,140	New	+$1.02M	0.7%	33

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

KerberRose Wealth Management's AMZN Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Amazon (AMZN) in Q2 2022: 8,140 shares worth $865K. The stake represents 0.7% of the portfolio and ranks #33 among its holdings.

4,042 funds tracked by Wall St. Rank hold AMZN as of Q2 2022.

KerberRose Wealth Management held 8,140 shares of Amazon worth $865K as of Q2 2022.
Amazon was a new KerberRose Wealth Management position in Q2 2022.
Amazon made up 0.7% of KerberRose Wealth Management's portfolio in Q2 2022, its #33 holding.
4,042 funds tracked by Wall St. Rank held Amazon as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.