Legacy Wealth Planning’s Amazon AMZN Stock Holding History

Legacy 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
2022 Q3	$230K	Sell	2,038 -871	-30%	-$110K	0.38%	60
2022 Q2	$309K	Sell	2,909 -2,031	-41%	-$254K	0.44%	55
2022 Q1	$805K	Sell	4,940 -120	-2%	-$18.5K	0.95%	25
2021 Q4	$844K	Sell	5,060 -1,880	-27%	-$322K	0.96%	24
2021 Q3	$1.14M	Sell	6,940 -100	-1%	-$17.2K	1.28%	18
2021 Q2	$1.21M	Buy	7,040 +160	+2%	+$26.6K	1.38%	19
2021 Q1	$1.06M	Sell	6,880 -660	-9%	-$105K	1.36%	19
2020 Q4	$1.23M	Buy	7,540 +160	+2%	+$25.5K	1.58%	15
2020 Q3	$1.16M	Buy	7,380 +200	+3%	+$31.5K	1.33%	17
2020 Q2	$990K	Buy	7,180 +60	+0.8%	+$7.25K	1.18%	21
2020 Q1	$694K	Buy	7,120 +980	+16%	+$94.9K	1.11%	26
2019 Q4	$567K	Buy	+6,140	New	+$543K	0.64%	34

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Wealth Planning's AMZN Position: Q3 2022 in Review

Legacy Wealth Planning reduced its Amazon (AMZN) stake by 30% in Q3 2022, selling an estimated $110K and leaving 2,038 shares worth $230K. The position accounts for 0.38% of the portfolio, ranked #60.

Legacy Wealth Planning first reported a position in AMZN in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.23M in Q4 2020. 4,075 funds tracked by Wall St. Rank hold AMZN as of Q3 2022.

Legacy Wealth Planning held 2,038 shares of Amazon worth $230K as of Q3 2022.
Legacy Wealth Planning sold 871 Amazon shares in Q3 2022, an estimated $110K.
Amazon made up 0.38% of Legacy Wealth Planning's portfolio in Q3 2022, its #60 holding.
Legacy Wealth Planning first reported a position in Amazon in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's Amazon position peaked at $1.23M in Q4 2020.
4,075 funds tracked by Wall St. Rank held Amazon as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.