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Redmont Wealth Advisors’s Amazon AMZN Stock Holding History

Redmont Wealth Advisors’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 		– Sell
-2,000
Closed -$212K – 101
2022
Q2 		$212K Hold
2,000
– – 0.26% 95
2022
Q1 		$326K Sell
2,000
-760
-28% -$117K 0.35% 71
2021
Q4 		$460K Buy
+2,760
New +$472K 0.49% 47

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Redmont Wealth Advisors's AMZN Position: Q3 2022 in Review

Redmont Wealth Advisors sold out of Amazon (AMZN) in Q3 2022, closing a stake of 2,000 shares — an estimated $212K sold.

Redmont Wealth Advisors first reported a position in AMZN in Q4 2021 and held it in 3 quarters. The position peaked at $460K in Q4 2021. 4,075 funds tracked by Wall St. Rank hold AMZN as of Q3 2022.

  • Redmont Wealth Advisors reported no remaining Amazon position as of Q3 2022 after selling out during the quarter.
  • Redmont Wealth Advisors sold 2,000 Amazon shares in Q3 2022, an estimated $212K.
  • Redmont Wealth Advisors first reported a position in Amazon in Q4 2021 and held it in 3 quarters.
  • Redmont Wealth Advisors's Amazon position peaked at $460K in Q4 2021.
  • 4,075 funds tracked by Wall St. Rank held Amazon as of Q3 2022.

Based on Redmont Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.