Portfolio Solutions’s Amazon AMZN Stock Holding History

Portfolio Solutions’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 Q3	$212K	Buy	+1,880	New	+$238K	0.03%	54
2022 Q2	–	Sell	-1,900	Closed	-$310K	–	55
2022 Q1	$310K	Hold	1,900	–	–	0.04%	41
2021 Q4	$317K	Sell	1,900 -1,560	-45%	-$267K	0.04%	35
2021 Q3	$568K	Hold	3,460	–	–	0.07%	27
2021 Q2	$579K	Buy	3,460 +1,460	+73%	+$243K	0.07%	26
2021 Q1	$309K	Sell	2,000 -20	-1%	-$3.17K	0.04%	34
2020 Q4	$329K	Sell	2,020 -1,640	-45%	-$262K	0.04%	28
2020 Q3	$576K	Buy	3,660 +40	+1%	+$6.31K	0.08%	36
2020 Q2	$499K	Sell	3,620 -360	-9%	-$43.5K	0.07%	35
2020 Q1	$388K	Hold	3,980	–	–	0.06%	36
2019 Q4	$368K	Buy	+3,980	New	+$352K	0.05%	37
2018 Q4	–	Sell	-2,260	Closed	-$226K	–	45
2018 Q3	$226K	Buy	+2,260	New	+$213K	0.03%	38
2018 Q2	–	Sell	-2,040	Closed	-$148K	–	39
2018 Q1	$148K	Hold	2,040	–	–	0.02%	42
2017 Q4	$119K	Buy	+2,040	New	+$112K	0.02%	47

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Portfolio Solutions's AMZN Position: Q3 2022 in Review

Portfolio Solutions opened a new position in Amazon (AMZN) in Q3 2022: 1,880 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #54 among its holdings. This is a return to the name: Portfolio Solutions previously reported a position in AMZN as recently as Q1 2022.

Portfolio Solutions first reported a position in AMZN in Q4 2017 and has held it in 14 quarters since. The position peaked at $579K in Q2 2021. 4,074 funds tracked by Wall St. Rank hold AMZN as of Q3 2022.

Portfolio Solutions held 1,880 shares of Amazon worth $212K as of Q3 2022.
Amazon was a new Portfolio Solutions position in Q3 2022.
Amazon made up 0.03% of Portfolio Solutions's portfolio in Q3 2022, its #54 holding.
Portfolio Solutions first reported a position in Amazon in Q4 2017 and has held it in 14 quarters since.
Portfolio Solutions's Amazon position peaked at $579K in Q2 2021.
4,074 funds tracked by Wall St. Rank held Amazon as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.