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AMZN icon

Professional Planning’s Amazon AMZN Stock Holding History

Professional Planning’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
2021
Q3 		$23.2M Sell
141,240
-5,100
-3% -$880K 11.08% 2
2021
Q2 		$25.2M Sell
146,340
-3,560
-2% -$592K 11.56% 2
2021
Q1 		$23.2M Sell
149,900
-19,220
-11% -$3.05M 11.33% 2
2020
Q4 		$27.5M Buy
+169,120
New +$27M 11.13% 2
2020
Q3 		– Sell
-167,200
Closed -$23.1M – 41
2020
Q2 		$23.1M Buy
+167,200
New +$20.2M 12.3% 1

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Professional Planning's AMZN Position: Q3 2021 in Review

Professional Planning reduced its Amazon (AMZN) stake by 3.5% in Q3 2021, selling an estimated $880K and leaving 141,240 shares worth $23.2M. The position accounts for 11.08% of the portfolio, ranked #2.

Professional Planning first reported a position in AMZN in Q2 2020 and has held it in 5 quarters since. The position peaked at $27.5M in Q4 2020. 3,701 funds tracked by Wall St. Rank hold AMZN as of Q3 2021.

  • Professional Planning held 141,240 shares of Amazon worth $23.2M as of Q3 2021.
  • Professional Planning sold 5,100 Amazon shares in Q3 2021, an estimated $880K.
  • Amazon made up 11.08% of Professional Planning's portfolio in Q3 2021, its #2 holding.
  • Professional Planning first reported a position in Amazon in Q2 2020 and has held it in 5 quarters since.
  • Professional Planning's Amazon position peaked at $27.5M in Q4 2020.
  • 3,701 funds tracked by Wall St. Rank held Amazon as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.