RWA
AMZN icon

RGT Wealth Advisors’s Amazon AMZN Stock Holding History

RGT 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
Q1 		– Sell
-360
Closed -$60K – 123
2021
Q4 		$60K Buy
+360
New +$61.6K 0.01% 129
2019
Q4 		– Sell
-2,340
Closed -$203K – 33
2019
Q3 		$203K Buy
+2,340
New +$217K 0.59% 34
2018
Q4 		– Sell
-5,440
Closed -$545K – 18
2018
Q3 		$545K Buy
5,440
+680
+14% +$63.9K 1.84% 14
2018
Q2 		$405K Sell
4,760
-2,600
-35% -$206K 1.3% 16
2018
Q1 		$533K Buy
7,360
+140
+2% +$10K 0.26% 41
2017
Q4 		$422K Buy
7,220
+320
+5% +$17.6K 0.23% 45
2017
Q3 		$332K Buy
6,900
+2,120
+44% +$104K 0.22% 50
2017
Q2 		$231K Buy
+4,780
New +$228K 0.16% 73
2017
Q1 		– Sell
-8,880
Closed -$333K – 104
2016
Q4 		$333K Sell
8,880
-940
-10% -$36.8K 0.19% 71
2016
Q3 		$411K Buy
+9,820
New +$376K 0.25% 56

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $4.49B AUM 19.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RGT Wealth Advisors's AMZN Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Amazon (AMZN) in Q1 2022, closing a stake of 360 shares — an estimated $60K sold.

RGT Wealth Advisors first reported a position in AMZN in Q3 2016 and held it in 10 quarters. The position peaked at $545K in Q3 2018. 4,163 funds tracked by Wall St. Rank hold AMZN as of Q1 2022.

  • RGT Wealth Advisors reported no remaining Amazon position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 360 Amazon shares in Q1 2022, an estimated $60K.
  • RGT Wealth Advisors first reported a position in Amazon in Q3 2016 and held it in 10 quarters.
  • RGT Wealth Advisors's Amazon position peaked at $545K in Q3 2018.
  • 4,163 funds tracked by Wall St. Rank held Amazon as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.