Regal Wealth Group’s Amazon AMZN Stock Holding History

Regal Wealth Group’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 Q2	–	Sell	-120	Closed	-$17K	–	60
2021 Q1	$17K	Hold	120	–	–	0.01%	150
2020 Q4	$18K	Buy	120 +20	+20%	+$3.19K	0.01%	138
2020 Q3	$15K	Buy	100 +20	+25%	+$3.15K	0.01%	133
2020 Q2	$11K	Hold	80	–	–	0.01%	142
2020 Q1	$8K	Sell	80 -640	-89%	-$61.9K	0.01%	130
2019 Q4	$67K	Buy	720 +680	+1,700%	+$60.2K	0.04%	70
2019 Q3	$3K	Hold	40	–	–	﹤0.01%	154
2019 Q2	$4K	Hold	40	–	–	﹤0.01%	141
2019 Q1	$4K	Hold	40	–	–	﹤0.01%	138
2018 Q4	$3K	Hold	40	–	–	﹤0.01%	138
2018 Q3	$4K	Hold	40	–	–	﹤0.01%	140
2018 Q2	$3K	Hold	40	–	–	﹤0.01%	148
2018 Q1	$3K	Hold	40	–	–	﹤0.01%	152
2017 Q4	$2K	Buy	+40	New	+$2.2K	﹤0.01%	156
2017 Q2	–	Sell	-120	Closed	-$5K	–	151
2017 Q1	$5K	Hold	120	–	–	﹤0.01%	129
2016 Q4	$4K	Hold	120	–	–	﹤0.01%	138
2016 Q3	$5K	Hold	120	–	–	﹤0.01%	134
2016 Q2	$4K	Hold	120	–	–	﹤0.01%	153
2016 Q1	$4K	Buy	+120	New	+$3.41K	﹤0.01%	138

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

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

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

Regal Wealth Group's AMZN Position: Q2 2021 in Review

Regal Wealth Group sold out of Amazon (AMZN) in Q2 2021, closing a stake of 120 shares — an estimated $17K sold.

Regal Wealth Group first reported a position in AMZN in Q1 2016 and held it in 19 quarters. The position peaked at $67K in Q4 2019. 3,764 funds tracked by Wall St. Rank hold AMZN as of Q2 2021.

Regal Wealth Group reported no remaining Amazon position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 120 Amazon shares in Q2 2021, an estimated $17K.
Regal Wealth Group first reported a position in Amazon in Q1 2016 and held it in 19 quarters.
Regal Wealth Group's Amazon position peaked at $67K in Q4 2019.
3,764 funds tracked by Wall St. Rank held Amazon as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.