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McBroom & Associates’s Amazon AMZN Stock Holding History

McBroom & Associates’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
Q4 		– Sell
-30,591
Closed -$3.46M – 36
2022
Q3 		$3.46M Sell
30,591
-566
-2% -$71.5K 3.9% 12
2022
Q2 		$3.31M Buy
31,157
+317
+1% +$39.7K 3.6% 17
2022
Q1 		$5.03M Sell
30,840
-560
-2% -$86.5K 4.45% 12
2021
Q4 		$5.24M Buy
+31,400
New +$5.37M 3.94% 13

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

McBroom & Associates's AMZN Position: Q4 2022 in Review

McBroom & Associates sold out of Amazon (AMZN) in Q4 2022, closing a stake of 30,591 shares — an estimated $3.46M sold.

McBroom & Associates first reported a position in AMZN in Q4 2021 and held it in 4 quarters. The position peaked at $5.24M in Q4 2021. 4,121 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

  • McBroom & Associates reported no remaining Amazon position as of Q4 2022 after selling out during the quarter.
  • McBroom & Associates sold 30,591 Amazon shares in Q4 2022, an estimated $3.46M.
  • McBroom & Associates first reported a position in Amazon in Q4 2021 and held it in 4 quarters.
  • McBroom & Associates's Amazon position peaked at $5.24M in Q4 2021.
  • 4,121 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on McBroom & Associates's 13F filing for Q4 2022, filed 26 Jan 2023.