KWP
AMZN icon

Keystone Wealth Partners’s Amazon AMZN Stock Holding History

Keystone Wealth Partners’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
2021
Q4 		– Sell
-1,640
Closed -$269K – 36
2021
Q3 		$269K Buy
+1,640
New +$283K 0.15% 21
2021
Q2 		– Sell
-1,460
Closed -$226K – 27
2021
Q1 		$226K Buy
1,460
+120
+9% +$19K 0.15% 22
2020
Q4 		$218K Buy
+1,340
New +$214K 0.17% 26

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Keystone Wealth Partners's AMZN Position: Q4 2021 in Review

Keystone Wealth Partners sold out of Amazon (AMZN) in Q4 2021, closing a stake of 1,640 shares — an estimated $269K sold.

Keystone Wealth Partners first reported a position in AMZN in Q4 2020 and held it in 3 quarters. The position peaked at $269K in Q3 2021. 4,196 funds tracked by Wall St. Rank hold AMZN as of Q4 2021.

  • Keystone Wealth Partners reported no remaining Amazon position as of Q4 2021 after selling out during the quarter.
  • Keystone Wealth Partners sold 1,640 Amazon shares in Q4 2021, an estimated $269K.
  • Keystone Wealth Partners first reported a position in Amazon in Q4 2020 and held it in 3 quarters.
  • Keystone Wealth Partners's Amazon position peaked at $269K in Q3 2021.
  • 4,196 funds tracked by Wall St. Rank held Amazon as of Q4 2021.

Based on Keystone Wealth Partners's 13F filing for Q4 2021, filed 31 Jan 2022.