Piershale Financial Group’s Amazon AMZN Stock Holding History

Piershale Financial 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
2023 Q2	$36K	Hold	276	–	–	0.02%	49
2023 Q1	$28.5K	Buy	276 +5	+2%	+$483	0.02%	52
2022 Q4	$22.8K	Buy	+271	New	+$26.8K	0.02%	63
2018 Q4	–	Sell	-2,240	Closed	-$224K	–	23
2018 Q3	$224K	Buy	+2,240	New	+$211K	0.11%	20
2018 Q2	–	Sell	-4,200	Closed	-$288K	–	25
2018 Q1	$288K	Buy	+4,200	New	+$300K	0.15%	18
2016 Q4	–	Sell	-1,420	Closed	-$59K	–	29
2016 Q3	$59K	Buy	1,420 +760	+115%	+$29.1K	0.04%	32
2016 Q2	$24K	Hold	660	–	–	0.02%	56
2016 Q1	$20K	Buy	660 +60	+10%	+$1.7K	0.01%	57
2015 Q4	$20K	Buy	600 +100	+20%	+$3.15K	0.01%	77
2015 Q3	$13K	Buy	+500	New	+$12.6K	0.01%	64

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

Piershale Financial Group's AMZN Position: Q2 2023 in Review

Piershale Financial Group held its Amazon (AMZN) position steady in Q2 2023 at 276 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #49.

Piershale Financial Group first reported a position in AMZN in Q3 2015 and has held it in 10 quarters since. The position peaked at $288K in Q1 2018. 4,323 funds tracked by Wall St. Rank hold AMZN as of Q2 2023.

Piershale Financial Group held 276 shares of Amazon worth $36K as of Q2 2023.
Piershale Financial Group left its Amazon share count unchanged in Q2 2023.
Amazon made up 0.02% of Piershale Financial Group's portfolio in Q2 2023, its #49 holding.
Piershale Financial Group first reported a position in Amazon in Q3 2015 and has held it in 10 quarters since.
Piershale Financial Group's Amazon position peaked at $288K in Q1 2018.
4,323 funds tracked by Wall St. Rank held Amazon as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.