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Lionsbridge Wealth Management’s Amazon AMZN Stock Holding History

Lionsbridge 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
2021
Q4 		– Sell
-2,160
Closed -$354K – 52
2021
Q3 		$354K Buy
2,160
+800
+59% +$138K 0.38% 48
2021
Q2 		$234K Hold
1,360
– – 0.25% 51
2021
Q1 		$210K Hold
1,360
– – 0.2% 55
2020
Q4 		$221K Hold
1,360
– – 0.24% 48
2020
Q3 		$214K Buy
+1,360
New +$214K 0.26% 43
2020
Q1 		– Sell
-1,240
Closed -$116K – 50
2019
Q4 		$116K Buy
+1,240
New +$110K 0.11% 50

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lionsbridge Wealth Management's AMZN Position: Q4 2021 in Review

Lionsbridge Wealth Management sold out of Amazon (AMZN) in Q4 2021, closing a stake of 2,160 shares — an estimated $354K sold.

Lionsbridge Wealth Management first reported a position in AMZN in Q4 2019 and held it in 6 quarters. The position peaked at $354K in Q3 2021. 4,197 funds tracked by Wall St. Rank hold AMZN as of Q4 2021.

  • Lionsbridge Wealth Management reported no remaining Amazon position as of Q4 2021 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 2,160 Amazon shares in Q4 2021, an estimated $354K.
  • Lionsbridge Wealth Management first reported a position in Amazon in Q4 2019 and held it in 6 quarters.
  • Lionsbridge Wealth Management's Amazon position peaked at $354K in Q3 2021.
  • 4,197 funds tracked by Wall St. Rank held Amazon as of Q4 2021.

Based on Lionsbridge Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.