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Rockwood Wealth Management’s Amazon AMZN Stock Holding History

Rockwood Wealth Management’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
-9,400
Closed -$1.57M – 79
2021
Q4 		$1.57M Buy
+9,400
New +$1.61M 0.7% 12

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

Rockwood Wealth Management's AMZN Position: Q1 2022 in Review

Rockwood Wealth Management sold out of Amazon (AMZN) in Q1 2022, closing a stake of 9,400 shares — an estimated $1.57M sold.

Rockwood Wealth Management first reported a position in AMZN in Q4 2021 and held it in 1 quarter. The position peaked at $1.57M in Q4 2021. 4,164 funds tracked by Wall St. Rank hold AMZN as of Q1 2022.

  • Rockwood Wealth Management reported no remaining Amazon position as of Q1 2022 after selling out during the quarter.
  • Rockwood Wealth Management sold 9,400 Amazon shares in Q1 2022, an estimated $1.57M.
  • Rockwood Wealth Management first reported a position in Amazon in Q4 2021 and held it in 1 quarter.
  • Rockwood Wealth Management's Amazon position peaked at $1.57M in Q4 2021.
  • 4,164 funds tracked by Wall St. Rank held Amazon as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.