Madison Wealth Management’s Amazon AMZN Stock Holding History

Madison 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
2023 Q2	–	Hold	0	–	-$506K	–	154
2023 Q1	–	Hold	0	–	–	–	114
2022 Q4	–	Hold	0	–	-$1.58M	–	157
2022 Q3	–	Hold	0	–	–	–	74
2021 Q2	–	Sell	-14,000	Closed	-$2.17M	–	144
2021 Q1	$2.17M	Sell	14,000 -12,000	-46%	-$1.9M	0.53%	51
2020 Q4	$4.23M	Hold	26,000	–	–	1.12%	24
2020 Q3	$4.09M	Hold	26,000	–	–	1.23%	22
2020 Q2	$3.59M	Buy	+26,000	New	+$3.14M	1.18%	25

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Madison Wealth Management's AMZN Position: Q3 2023 in Review

Madison Wealth Management increased its Amazon (AMZN) stake by 2.1% in Q3 2023, buying an estimated $148K and bringing the position to 53,056 shares worth $6.74M. The position accounts for 1.42% of the portfolio, ranked #18.

Madison Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 16 quarters since. The position peaked at $12.7M in Q4 2021. 4,375 funds tracked by Wall St. Rank hold AMZN as of Q3 2023.

Madison Wealth Management held 53,056 shares of Amazon worth $6.74M as of Q3 2023.
Madison Wealth Management bought 1,108 Amazon shares in Q3 2023, an estimated $148K.
Amazon made up 1.42% of Madison Wealth Management's portfolio in Q3 2023, its #18 holding.
Madison Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 16 quarters since.
Madison Wealth Management's Amazon position peaked at $12.7M in Q4 2021.
4,375 funds tracked by Wall St. Rank held Amazon as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.