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New England Professional Planning Group’s Amazon AMZN Stock Holding History

New England Professional Planning Group’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
Q3 		– Sell
-1,640
Closed -$270K – 49
2021
Q2 		$270K Hold
1,640
– – 0.16% 30
2021
Q1 		$270K Buy
+1,640
New +$260K 0.17% 35
2020
Q3 		– Sell
-1,500
Closed -$236K – 36
2020
Q2 		$236K Buy
+1,500
New +$181K 0.18% 36
2020
Q1 		– Sell
-3,500
Closed -$323K – 44
2019
Q4 		$323K Buy
+3,500
New +$310K 0.26% 33
2018
Q3 		$506K Buy
5,060
+500
+11% +$47K 0.58% 19
2018
Q2 		$388K Hold
4,560
– – 0.5% 22
2018
Q1 		$358K Buy
4,560
+460
+11% +$32.9K 0.48% 25
2017
Q4 		$249K Buy
+4,100
New +$226K 0.3% 33

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

New England Professional Planning Group's AMZN Position: Q3 2021 in Review

New England Professional Planning Group sold out of Amazon (AMZN) in Q3 2021, closing a stake of 1,640 shares — an estimated $270K sold.

New England Professional Planning Group first reported a position in AMZN in Q4 2017 and held it in 8 quarters. The position peaked at $506K in Q3 2018. 3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2021.

  • New England Professional Planning Group reported no remaining Amazon position as of Q3 2021 after selling out during the quarter.
  • New England Professional Planning Group sold 1,640 Amazon shares in Q3 2021, an estimated $270K.
  • New England Professional Planning Group first reported a position in Amazon in Q4 2017 and held it in 8 quarters.
  • New England Professional Planning Group's Amazon position peaked at $506K in Q3 2018.
  • 3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2021.

Based on New England Professional Planning Group's 13F filing for Q3 2021, filed 5 Nov 2021.