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Milestone Wealth’s Amazon AMZN Stock Holding History

Milestone Wealth’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
Q3 		$408K Hold
3,620
– – 0.46% 30
2022
Q2 		$384K Sell
3,620
-620
-15% -$77.6K 0.4% 31
2022
Q1 		$707K Hold
4,240
– – 0.57% 22
2021
Q4 		$707K Buy
+4,240
New +$726K 0.57% 22

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Milestone Wealth's AMZN Position: Q3 2022 in Review

Milestone Wealth held its Amazon (AMZN) position steady in Q3 2022 at 3,620 shares worth $408K. The position accounts for 0.46% of the portfolio, ranked #30.

Milestone Wealth first reported a position in AMZN in Q4 2021 and has held it in 4 quarters since. The position peaked at $707K in Q1 2022. 4,077 funds tracked by Wall St. Rank hold AMZN as of Q3 2022.

  • Milestone Wealth held 3,620 shares of Amazon worth $408K as of Q3 2022.
  • Milestone Wealth left its Amazon share count unchanged in Q3 2022.
  • Amazon made up 0.46% of Milestone Wealth's portfolio in Q3 2022, its #30 holding.
  • Milestone Wealth first reported a position in Amazon in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Amazon position peaked at $707K in Q1 2022.
  • 4,077 funds tracked by Wall St. Rank held Amazon as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.