Rothschild & Co Wealth Management (UK)’s Amazon AMZN Stock Holding History

Rothschild & Co Wealth Management (UK)’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	-99	Closed	-$11K	–	31
2022 Q2	$11K	Buy	+99	New	+$12.4K	﹤0.01%	39
2019 Q1	–	Sell	-880	Closed	-$66K	–	39
2018 Q4	$66K	Hold	880	–	–	﹤0.01%	32
2018 Q3	$88K	Sell	880 -1,320	-60%	-$124K	﹤0.01%	32
2018 Q2	$187K	Buy	2,200 +440	+25%	+$34.9K	0.01%	29
2018 Q1	$127K	Hold	1,760	–	–	﹤0.01%	31
2017 Q4	$103K	Hold	1,760	–	–	﹤0.01%	37
2017 Q3	$85K	Hold	1,760	–	–	﹤0.01%	37
2017 Q2	$85K	Hold	1,760	–	–	﹤0.01%	36
2017 Q1	$78K	Hold	1,760	–	–	﹤0.01%	39
2016 Q4	$66K	Hold	1,760	–	–	﹤0.01%	35
2016 Q3	$74K	Hold	1,760	–	–	0.01%	35
2016 Q2	$63K	Hold	1,760	–	–	﹤0.01%	35
2016 Q1	$52K	Buy	1,760 +560	+47%	+$15.9K	﹤0.01%	35
2015 Q4	$41K	Hold	1,200	–	–	﹤0.01%	37
2015 Q3	$31K	Hold	1,200	–	–	﹤0.01%	38
2015 Q2	$26K	Hold	1,200	–	–	﹤0.01%	47
2015 Q1	$22K	Hold	1,200	–	–	﹤0.01%	73
2014 Q4	$19K	Sell	1,200 -10,500	-90%	-$164K	﹤0.01%	58
2014 Q3	$189K	Hold	11,700	–	–	0.02%	37
2014 Q2	$190K	Hold	11,700	–	–	0.02%	39
2014 Q1	$197K	Buy	+11,700	New	+$217K	0.02%	39

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Rothschild & Co Wealth Management (UK)'s AMZN Position: Q3 2022 in Review

Rothschild & Co Wealth Management (UK) sold out of Amazon (AMZN) in Q3 2022, closing a stake of 99 shares — an estimated $11K sold.

Rothschild & Co Wealth Management (UK) first reported a position in AMZN in Q1 2014 and held it in 21 quarters. The position peaked at $197K in Q1 2014. 4,075 funds tracked by Wall St. Rank hold AMZN as of Q3 2022.

Rothschild & Co Wealth Management (UK) reported no remaining Amazon position as of Q3 2022 after selling out during the quarter.
Rothschild & Co Wealth Management (UK) sold 99 Amazon shares in Q3 2022, an estimated $11K.
Rothschild & Co Wealth Management (UK) first reported a position in Amazon in Q1 2014 and held it in 21 quarters.
Rothschild & Co Wealth Management (UK)'s Amazon position peaked at $197K in Q1 2014.
4,075 funds tracked by Wall St. Rank held Amazon as of Q3 2022.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2022, filed 27 Oct 2022.