Private Wealth Advisors (California)’s Amazon AMZN Stock Holding History

Private Wealth Advisors (California)’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	–	Sell	-21,960	Closed	-$2.27M	–	82
2023 Q1	$2.27M	Sell	21,960 -117	-0.5%	-$11.3K	0.95%	29
2022 Q4	$1.85M	Buy	22,077 +20,277	+1,127%	+$2M	0.62%	37
2022 Q3	$203K	Buy	1,800 +218	+14%	+$27.6K	0.09%	66
2022 Q2	$222K	Buy	+1,582	New	+$198K	0.08%	67

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

Private Wealth Advisors (California)'s AMZN Position: Q2 2023 in Review

Private Wealth Advisors (California) sold out of Amazon (AMZN) in Q2 2023, closing a stake of 21,960 shares — an estimated $2.27M sold.

Private Wealth Advisors (California) first reported a position in AMZN in Q2 2022 and held it in 4 quarters. The position peaked at $2.27M in Q1 2023. 4,323 funds tracked by Wall St. Rank hold AMZN as of Q2 2023.

Private Wealth Advisors (California) reported no remaining Amazon position as of Q2 2023 after selling out during the quarter.
Private Wealth Advisors (California) sold 21,960 Amazon shares in Q2 2023, an estimated $2.27M.
Private Wealth Advisors (California) first reported a position in Amazon in Q2 2022 and held it in 4 quarters.
Private Wealth Advisors (California)'s Amazon position peaked at $2.27M in Q1 2023.
4,323 funds tracked by Wall St. Rank held Amazon as of Q2 2023.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2023, filed 20 Jul 2023.