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Soundmark Wealth Management’s Amazon AMZN Stock Holding History

Soundmark 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
2024
Q2 		– Sell
-9,271
Closed -$1.67M – 2
2024
Q1 		$1.67M Sell
9,271
-185
-2% -$30.9K 0.74% 31
2023
Q4 		$1.44M Sell
9,456
-125
-1% -$17.5K 0.71% 31
2023
Q3 		$1.22M Sell
9,581
-1,000
-9% -$134K 0.68% 32
2023
Q2 		$1.38M Sell
10,581
-678
-6% -$77.4K 0.77% 30
2023
Q1 		$1.16M Sell
11,259
-80
-0.7% -$7.73K 0.7% 32
2022
Q4 		$952K Sell
11,339
-180
-2% -$17.8K 0.61% 33
2022
Q3 		$1.3M Sell
11,519
-1,251
-10% -$158K 0.91% 28
2022
Q2 		$1.36M Buy
12,770
+310
+2% +$38.8K 0.97% 26
2022
Q1 		$2.03M Buy
12,460
+100
+0.8% +$15.5K 1.42% 21
2021
Q4 		$2.06M Sell
12,360
-84,380
-87% -$14.4M 1.41% 20
2021
Q3 		$15.9M Sell
96,740
-10,820
-10% -$1.87M 5.73% 7
2021
Q2 		$18.5M Buy
107,560
+23,380
+28% +$3.89M 7.63% 3
2021
Q1 		$13M Sell
84,180
-960
-1% -$152K 7.14% 5
2020
Q4 		$13.9M Buy
+85,140
New +$13.6M 8.85% 3

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Soundmark Wealth Management's AMZN Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Amazon (AMZN) in Q2 2024, closing a stake of 9,271 shares — an estimated $1.67M sold.

Soundmark Wealth Management first reported a position in AMZN in Q4 2020 and held it in 14 quarters. The position peaked at $18.5M in Q2 2021. 4,922 funds tracked by Wall St. Rank hold AMZN as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Amazon position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 9,271 Amazon shares in Q2 2024, an estimated $1.67M.
  • Soundmark Wealth Management first reported a position in Amazon in Q4 2020 and held it in 14 quarters.
  • Soundmark Wealth Management's Amazon position peaked at $18.5M in Q2 2021.
  • 4,922 funds tracked by Wall St. Rank held Amazon as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.