LWM
AMZN icon

Loveless Wealth Management’s Amazon AMZN Stock Holding History

Loveless 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
2022
Q2 		$400K Buy
3,765
+165
+5% +$20.6K 0.26% 94
2022
Q1 		$587K Buy
3,600
+660
+22% +$102K 0.33% 86
2021
Q4 		$490K Hold
2,940
– – 0.27% 99
2021
Q3 		$483K Buy
2,940
+560
+24% +$96.6K 0.29% 98
2021
Q2 		$409K Buy
2,380
+640
+37% +$106K 0.25% 103
2021
Q1 		$269K Buy
1,740
+40
+2% +$6.34K 0.18% 109
2020
Q4 		$277K Sell
1,700
-500
-23% -$79.8K 0.2% 103
2020
Q3 		$346K Hold
2,200
– – 0.29% 89
2020
Q2 		$303K Hold
2,200
– – 0.28% 85
2020
Q1 		$214K Hold
2,200
– – 0.25% 88
2019
Q4 		$206K Buy
+2,200
New +$195K 0.18% 113

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loveless Wealth Management's AMZN Position: Q2 2022 in Review

Loveless Wealth Management increased its Amazon (AMZN) stake by 4.6% in Q2 2022, buying an estimated $20.6K and bringing the position to 3,765 shares worth $400K. The position accounts for 0.26% of the portfolio, ranked #94.

Loveless Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 11 quarters since. The position peaked at $587K in Q1 2022. 4,038 funds tracked by Wall St. Rank hold AMZN as of Q2 2022.

  • Loveless Wealth Management held 3,765 shares of Amazon worth $400K as of Q2 2022.
  • Loveless Wealth Management bought 165 Amazon shares in Q2 2022, an estimated $20.6K.
  • Amazon made up 0.26% of Loveless Wealth Management's portfolio in Q2 2022, its #94 holding.
  • Loveless Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 11 quarters since.
  • Loveless Wealth Management's Amazon position peaked at $587K in Q1 2022.
  • 4,038 funds tracked by Wall St. Rank held Amazon as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.