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AMZN icon

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 -$261 – 32
2022
Q3 		$261 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 		$557 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

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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 $1.47T AUM 27.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return