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Personal Wealth Partners’s Amazon AMZN Stock Holding History

Personal Wealth 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
2022
Q2 		– Sell
-2,920
Closed -$476K – 7
2022
Q1 		$476K Hold
2,920
– – 0.21% 48
2021
Q4 		$487K Buy
2,920
+20
+0.7% +$3.42K 0.2% 51
2021
Q3 		$476K Hold
2,900
– – 0.2% 49
2021
Q2 		$499K Hold
2,900
– – 0.2% 48
2021
Q1 		$449K Sell
2,900
-100
-3% -$15.9K 0.2% 48
2020
Q4 		$489K Buy
3,000
+480
+19% +$76.6K 0.23% 42
2020
Q3 		$397K Sell
2,520
-340
-12% -$53.6K 0.21% 44
2020
Q2 		$395K Hold
2,860
– – 0.22% 42
2020
Q1 		$279K Buy
2,860
+160
+6% +$15.5K 0.17% 49
2019
Q4 		$249K Hold
2,700
– – 0.11% 57
2019
Q3 		$234K Sell
2,700
-20
-0.7% -$1.85K 0.11% 56
2019
Q2 		$258K Buy
2,720
+40
+1% +$3.73K 0.12% 50
2019
Q1 		$239K Hold
2,680
– – 0.13% 52
2018
Q4 		$201K Buy
+2,680
New +$223K 0.13% 37

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal Wealth Partners's AMZN Position: Q2 2022 in Review

Personal Wealth Partners sold out of Amazon (AMZN) in Q2 2022, closing a stake of 2,920 shares — an estimated $476K sold.

Personal Wealth Partners first reported a position in AMZN in Q4 2018 and held it in 14 quarters. The position peaked at $499K in Q2 2021. 4,038 funds tracked by Wall St. Rank hold AMZN as of Q2 2022.

  • Personal Wealth Partners reported no remaining Amazon position as of Q2 2022 after selling out during the quarter.
  • Personal Wealth Partners sold 2,920 Amazon shares in Q2 2022, an estimated $476K.
  • Personal Wealth Partners first reported a position in Amazon in Q4 2018 and held it in 14 quarters.
  • Personal Wealth Partners's Amazon position peaked at $499K in Q2 2021.
  • 4,038 funds tracked by Wall St. Rank held Amazon as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.