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Milestone Advisory Partners’s Amazon AMZN Stock Holding History

Milestone Advisory Partners’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
-1,340
Closed -$220K – 89
2021
Q3 		$220K Hold
1,340
– – 0.13% 78
2021
Q2 		$230K Hold
1,340
– – 0.12% 82
2021
Q1 		$207K Hold
1,340
– – 0.11% 82
2020
Q4 		$218K Hold
1,340
– – 0.12% 55
2020
Q3 		$211K Buy
+1,340
New +$211K 0.13% 48

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

Milestone Advisory Partners's AMZN Position: Q4 2021 in Review

Milestone Advisory Partners sold out of Amazon (AMZN) in Q4 2021, closing a stake of 1,340 shares — an estimated $220K sold.

Milestone Advisory Partners first reported a position in AMZN in Q3 2020 and held it in 5 quarters. The position peaked at $230K in Q2 2021. 4,197 funds tracked by Wall St. Rank hold AMZN as of Q4 2021.

  • Milestone Advisory Partners reported no remaining Amazon position as of Q4 2021 after selling out during the quarter.
  • Milestone Advisory Partners sold 1,340 Amazon shares in Q4 2021, an estimated $220K.
  • Milestone Advisory Partners first reported a position in Amazon in Q3 2020 and held it in 5 quarters.
  • Milestone Advisory Partners's Amazon position peaked at $230K in Q2 2021.
  • 4,197 funds tracked by Wall St. Rank held Amazon as of Q4 2021.

Based on Milestone Advisory Partners's 13F filing for Q4 2021, filed 4 Feb 2022.