New England Guild Wealth Advisors’s Amazon AMZN Stock Holding History

New England Guild Wealth Advisors’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	-2,080	Closed	-$235K	–	68
2022 Q3	$235K	Hold	2,080	–	–	0.14%	64
2022 Q2	$221K	Hold	2,080	–	–	0.14%	68
2022 Q1	$339K	Hold	2,080	–	–	0.18%	57
2021 Q4	$347K	Hold	2,080	–	–	0.17%	58
2021 Q3	$342K	Sell	2,080 -300	-13%	-$51.7K	0.18%	50
2021 Q2	$409K	Buy	2,380 +160	+7%	+$26.6K	0.22%	43
2021 Q1	$343K	Hold	2,220	–	–	0.19%	45
2020 Q4	$362K	Buy	2,220 +60	+3%	+$9.57K	0.21%	44
2020 Q3	$340K	Hold	2,160	–	–	0.24%	40
2020 Q2	$298K	Hold	2,160	–	–	0.22%	42
2020 Q1	$211K	Buy	+2,160	New	+$209K	0.19%	46

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

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

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

New England Guild Wealth Advisors's AMZN Position: Q4 2022 in Review

New England Guild Wealth Advisors sold out of Amazon (AMZN) in Q4 2022, closing a stake of 2,080 shares — an estimated $235K sold.

New England Guild Wealth Advisors first reported a position in AMZN in Q1 2020 and held it in 11 quarters. The position peaked at $409K in Q2 2021. 4,120 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

New England Guild Wealth Advisors reported no remaining Amazon position as of Q4 2022 after selling out during the quarter.
New England Guild Wealth Advisors sold 2,080 Amazon shares in Q4 2022, an estimated $235K.
New England Guild Wealth Advisors first reported a position in Amazon in Q1 2020 and held it in 11 quarters.
New England Guild Wealth Advisors's Amazon position peaked at $409K in Q2 2021.
4,120 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.