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LWS Wealth Advisors’s Amazon AMZN Stock Holding History

LWS Wealth Advisors’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
Q3 		– Sell
-1,220
Closed -$208K – 59
2021
Q2 		$208K Sell
1,220
-780
-39% -$130K 0.09% 55
2021
Q1 		$308K Sell
2,000
-80
-4% -$12.7K 0.14% 48
2020
Q4 		$337K Buy
2,080
+100
+5% +$16K 0.15% 50
2020
Q3 		$312K Sell
1,980
-180
-8% -$28.4K 0.15% 48
2020
Q2 		$298K Hold
2,160
– – 0.16% 50
2020
Q1 		$211K Hold
2,160
– – 0.14% 49
2019
Q4 		$200K Buy
+2,160
New +$191K 0.1% 56

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LWS Wealth Advisors's AMZN Position: Q3 2021 in Review

LWS Wealth Advisors sold out of Amazon (AMZN) in Q3 2021, closing a stake of 1,220 shares — an estimated $208K sold.

LWS Wealth Advisors first reported a position in AMZN in Q4 2019 and held it in 7 quarters. The position peaked at $337K in Q4 2020. 3,701 funds tracked by Wall St. Rank hold AMZN as of Q3 2021.

  • LWS Wealth Advisors reported no remaining Amazon position as of Q3 2021 after selling out during the quarter.
  • LWS Wealth Advisors sold 1,220 Amazon shares in Q3 2021, an estimated $208K.
  • LWS Wealth Advisors first reported a position in Amazon in Q4 2019 and held it in 7 quarters.
  • LWS Wealth Advisors's Amazon position peaked at $337K in Q4 2020.
  • 3,701 funds tracked by Wall St. Rank held Amazon as of Q3 2021.

Based on LWS Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.