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Lee Financial Group Hawaii’s Amazon AMZN Stock Holding History

Lee Financial Group Hawaii’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
Q4 		– Sell
-2,314
Closed -$261K – 32
2022
Q3 		$261K Sell
2,314
-1,084
-32% -$137K 0.21% 28
2022
Q2 		$361K Sell
3,398
-22
-0.6% -$2.75K 0.35% 24
2022
Q1 		$557K Sell
3,420
-160
-4% -$24.7K 0.38% 23
2021
Q4 		$597K Sell
3,580
-40
-1% -$6.85K 0.43% 22
2021
Q3 		$595K Sell
3,620
-1,080
-23% -$186K 0.44% 21
2021
Q2 		$808K Sell
4,700
-20
-0.4% -$3.32K 0.58% 18
2021
Q1 		$730K Sell
4,720
-17,220
-78% -$2.73M 0.6% 15
2020
Q4 		$3.57M Sell
21,940
-2,240
-9% -$357K 3.01% 15
2020
Q3 		$3.81M Sell
24,180
-380
-2% -$59.9K 3.16% 13
2020
Q2 		$3.39M Buy
+24,560
New +$2.97M 2.91% 15
2019
Q2 		– Sell
-2,880
Closed -$256K – 31
2019
Q1 		$256K Buy
+2,880
New +$240K 0.24% 31
2018
Q4 		– Sell
-32,200
Closed -$3.23M – 30
2018
Q3 		$3.23M Buy
+32,200
New +$3.03M 2.87% 10

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lee Financial Group Hawaii's AMZN Position: Q4 2022 in Review

Lee Financial Group Hawaii sold out of Amazon (AMZN) in Q4 2022, closing a stake of 2,314 shares — an estimated $261K sold.

Lee Financial Group Hawaii first reported a position in AMZN in Q3 2018 and held it in 12 quarters. The position peaked at $3.81M in Q3 2020. 4,123 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

  • Lee Financial Group Hawaii reported no remaining Amazon position as of Q4 2022 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 2,314 Amazon shares in Q4 2022, an estimated $261K.
  • Lee Financial Group Hawaii first reported a position in Amazon in Q3 2018 and held it in 12 quarters.
  • Lee Financial Group Hawaii's Amazon position peaked at $3.81M in Q3 2020.
  • 4,123 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on Lee Financial Group Hawaii's 13F filing for Q4 2022, filed 13 Feb 2023.