LWP
AMZN icon

Laurel Wealth Planning’s Amazon AMZN Stock Holding History

Laurel Wealth Planning’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
Q1 		– Sell
-100
Closed -$8.4K – 70
2022
Q4 		$8.4K Sell
100
-120
-55% -$11.9K 0.01% 165
2022
Q3 		$25K Sell
220
-100
-31% -$12.6K 0.02% 120
2022
Q2 		$34K Hold
320
– – 0.02% 119
2022
Q1 		$52K Sell
320
-220
-41% -$34K 0.04% 118
2021
Q4 		$90K Hold
540
– – 0.07% 78
2021
Q3 		$89K Buy
540
+100
+23% +$17.2K 0.07% 77
2021
Q2 		$76K Buy
440
+160
+57% +$26.6K 0.07% 60
2021
Q1 		$43K Sell
280
-260
-48% -$41.2K 0.04% 65
2020
Q4 		$0 Buy
+540
New +$86.2K ﹤0.01% 117

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Laurel Wealth Planning's AMZN Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Amazon (AMZN) in Q1 2023, closing a stake of 100 shares — an estimated $8.4K sold.

Laurel Wealth Planning first reported a position in AMZN in Q4 2020 and held it in 9 quarters. The position peaked at $90K in Q4 2021. 4,156 funds tracked by Wall St. Rank hold AMZN as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Amazon position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 100 Amazon shares in Q1 2023, an estimated $8.4K.
  • Laurel Wealth Planning first reported a position in Amazon in Q4 2020 and held it in 9 quarters.
  • Laurel Wealth Planning's Amazon position peaked at $90K in Q4 2021.
  • 4,156 funds tracked by Wall St. Rank held Amazon as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.