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Pillar Wealth Advisors’s Amazon AMZN Stock Holding History

Pillar 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
-1,860
Closed -$210K – 64
2022
Q3 		$210K Buy
+1,860
New +$235K 0.21% 53
2022
Q2 		– Sell
-1,640
Closed -$267K – 57
2022
Q1 		$267K Hold
1,640
– – 0.26% 46
2021
Q4 		$273K Buy
+1,640
New +$281K 0.26% 45

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Pillar Wealth Advisors's AMZN Position: Q4 2022 in Review

Pillar Wealth Advisors sold out of Amazon (AMZN) in Q4 2022, closing a stake of 1,860 shares — an estimated $210K sold.

Pillar Wealth Advisors first reported a position in AMZN in Q4 2021 and held it in 3 quarters. The position peaked at $273K in Q4 2021. 4,121 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

  • Pillar Wealth Advisors reported no remaining Amazon position as of Q4 2022 after selling out during the quarter.
  • Pillar Wealth Advisors sold 1,860 Amazon shares in Q4 2022, an estimated $210K.
  • Pillar Wealth Advisors first reported a position in Amazon in Q4 2021 and held it in 3 quarters.
  • Pillar Wealth Advisors's Amazon position peaked at $273K in Q4 2021.
  • 4,121 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on Pillar Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.