Ledge Wealth Management’s Amazon AMZN Stock Holding History

Ledge 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	$3.27M	Sell	21,541 -3,551	-14%	-$498K	1.27%	18
2023 Q3	$3.19M	Buy	25,092 +1,630	+7%	+$218K	1.43%	16
2023 Q2	$3.06M	Sell	23,462 -2,537	-10%	-$290K	1.46%	17
2023 Q1	$2.69M	Buy	25,999 +2,216	+9%	+$214K	1.27%	20
2022 Q4	$2M	Buy	23,783 +5,251	+28%	+$519K	0.91%	36
2022 Q3	$2.09M	Sell	18,532 -3,018	-14%	-$381K	1.28%	18
2022 Q2	$2.29M	Buy	21,550 +5,810	+37%	+$727K	1.41%	20
2022 Q1	$2.57M	Buy	+15,740	New	+$2.43M	1.6%	13

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

Ledge Wealth Management's AMZN Position: Q4 2023 in Review

Ledge Wealth Management reduced its Amazon (AMZN) stake by 14% in Q4 2023, selling an estimated $498K and leaving 21,541 shares worth $3.27M. The position accounts for 1.27% of the portfolio, ranked #18.

Ledge Wealth Management first reported a position in AMZN in Q1 2022 and has held it in 8 quarters since. 4,724 funds tracked by Wall St. Rank hold AMZN as of Q4 2023.

Ledge Wealth Management held 21,541 shares of Amazon worth $3.27M as of Q4 2023.
Ledge Wealth Management sold 3,551 Amazon shares in Q4 2023, an estimated $498K.
Amazon made up 1.27% of Ledge Wealth Management's portfolio in Q4 2023, its #18 holding.
Ledge Wealth Management first reported a position in Amazon in Q1 2022 and has held it in 8 quarters since.
4,724 funds tracked by Wall St. Rank held Amazon as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.