Private Wealth Strategies’s Amazon AMZN Stock Holding History

Private Wealth Strategies’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 Q1	–	Sell	-2,000	Closed	-$333K	–	81
2021 Q4	$333K	Sell	2,000 -2,000	-50%	-$342K	0.08%	64
2021 Q3	$658K	Sell	4,000 -2,000	-33%	-$345K	0.16%	42
2021 Q2	$1.03M	Sell	6,000 -2,000	-25%	-$332K	0.27%	32
2021 Q1	$1.24M	Sell	8,000 -12,000	-60%	-$1.9M	0.34%	29
2020 Q4	$3.26M	Buy	20,000 +6,000	+43%	+$957K	0.99%	20
2020 Q3	$2.21M	Buy	+14,000	New	+$2.21M	0.77%	24
2020 Q2	–	Sell	-22,000	Closed	-$2.15M	–	67
2020 Q1	$2.15M	Buy	22,000 +18,000	+450%	+$1.74M	1.07%	23
2019 Q4	$369K	Buy	+4,000	New	+$354K	0.15%	55

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Private Wealth Strategies's AMZN Position: Q2 2024 in Review

Private Wealth Strategies opened a new position in Amazon (AMZN) in Q2 2024: 20,537 shares worth $3.97M. The stake represents 0.8% of the portfolio and ranks #16 among its holdings. This is a return to the name: Private Wealth Strategies previously reported a position in AMZN as recently as Q4 2023.

Private Wealth Strategies first reported a position in AMZN in Q4 2019 and has held it in 17 quarters since. 4,922 funds tracked by Wall St. Rank hold AMZN as of Q2 2024.

Private Wealth Strategies held 20,537 shares of Amazon worth $3.97M as of Q2 2024.
Amazon was a new Private Wealth Strategies position in Q2 2024.
Amazon made up 0.8% of Private Wealth Strategies's portfolio in Q2 2024, its #16 holding.
Private Wealth Strategies first reported a position in Amazon in Q4 2019 and has held it in 17 quarters since.
4,922 funds tracked by Wall St. Rank held Amazon as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.