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Pinnacle Private Wealth’s Amazon AMZN Stock Holding History

Pinnacle Private Wealth’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 		$2.38M Buy
22,429
+4,109
+22% +$514K 0.93% 19
2022
Q1 		$2.99M Sell
18,320
-540
-3% -$83.4K 0.93% 18
2021
Q4 		$3.14M Buy
+18,860
New +$3.23M 0.99% 16

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pinnacle Private Wealth's AMZN Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Amazon (AMZN) stake by 22% in Q2 2022, buying an estimated $514K and bringing the position to 22,429 shares worth $2.38M. The position accounts for 0.93% of the portfolio, ranked #19.

Pinnacle Private Wealth first reported a position in AMZN in Q4 2021 and has held it in 3 quarters since. The position peaked at $3.14M in Q4 2021. 4,042 funds tracked by Wall St. Rank hold AMZN as of Q2 2022.

  • Pinnacle Private Wealth held 22,429 shares of Amazon worth $2.38M as of Q2 2022.
  • Pinnacle Private Wealth bought 4,109 Amazon shares in Q2 2022, an estimated $514K.
  • Amazon made up 0.93% of Pinnacle Private Wealth's portfolio in Q2 2022, its #19 holding.
  • Pinnacle Private Wealth first reported a position in Amazon in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Amazon position peaked at $3.14M in Q4 2021.
  • 4,042 funds tracked by Wall St. Rank held Amazon as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.