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Legacy Wealth Partners (California)’s Amazon AMZN Stock Holding History

Legacy Wealth Partners (California)’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
Q2 		$1.6M Sell
9,320
-80
-0.9% -$13.3K 0.89% 23
2021
Q1 		$1.45M Buy
9,400
+280
+3% +$44.4K 0.85% 21
2020
Q4 		$1.49M Buy
9,120
+700
+8% +$112K 0.93% 22
2020
Q3 		$1.33M Sell
8,420
-1,580
-16% -$249K 0.94% 20
2020
Q2 		$1.38M Buy
10,000
+1,120
+13% +$135K 1.04% 22
2020
Q1 		$866K Sell
8,880
-340
-4% -$32.9K 0.81% 26
2019
Q4 		$940K Buy
+9,220
New +$816K 0.68% 30

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
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

Legacy Wealth Partners (California)'s AMZN Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its Amazon (AMZN) stake by 0.85% in Q2 2021, selling an estimated $13.3K and leaving 9,320 shares worth $1.6M. The position accounts for 0.89% of the portfolio, ranked #23.

Legacy Wealth Partners (California) first reported a position in AMZN in Q4 2019 and has held it in 7 quarters since. 3,764 funds tracked by Wall St. Rank hold AMZN as of Q2 2021.

  • Legacy Wealth Partners (California) held 9,320 shares of Amazon worth $1.6M as of Q2 2021.
  • Legacy Wealth Partners (California) sold 80 Amazon shares in Q2 2021, an estimated $13.3K.
  • Amazon made up 0.89% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #23 holding.
  • Legacy Wealth Partners (California) first reported a position in Amazon in Q4 2019 and has held it in 7 quarters since.
  • 3,764 funds tracked by Wall St. Rank held Amazon as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.