NEIRG Wealth Management’s Amazon AMZN Stock Holding History

NEIRG 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 Q3	–	Sell	-43,716	Closed	-$5.7M	–	13
2023 Q2	$5.7M	Sell	43,716 -8,007	-15%	-$914K	1.05%	27
2023 Q1	$5.34M	Buy	51,723 +36,554	+241%	+$3.53M	0.93%	32
2022 Q4	$1.27M	Sell	15,169 -7	-0%	-$691	0.24%	80
2022 Q3	$1.72M	Buy	15,176 +1,785	+13%	+$226K	0.34%	72
2022 Q2	$1.42M	Sell	13,391 -29,069	-68%	-$3.64M	0.31%	77
2022 Q1	$6.92M	Sell	42,460 -2,100	-5%	-$324K	1.35%	24
2021 Q4	$7.43M	Buy	+44,560	New	+$7.63M	1.42%	27

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

NEIRG Wealth Management sold out of Amazon (AMZN) in Q3 2023, closing a stake of 43,716 shares — an estimated $5.7M sold.

NEIRG Wealth Management first reported a position in AMZN in Q4 2021 and held it in 7 quarters. The position peaked at $7.43M in Q4 2021. 4,377 funds tracked by Wall St. Rank hold AMZN as of Q3 2023.

NEIRG Wealth Management reported no remaining Amazon position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 43,716 Amazon shares in Q3 2023, an estimated $5.7M.
NEIRG Wealth Management first reported a position in Amazon in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's Amazon position peaked at $7.43M in Q4 2021.
4,377 funds tracked by Wall St. Rank held Amazon as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.