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Strategic Wealth Management Group’s Amazon AMZN Stock Holding History

Strategic Wealth Management 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 		$5.69M Sell
33,080
-2,520
-7% -$419K 2.08% 9
2021
Q1 		$5.51M Sell
35,600
-1,460
-4% -$231K 2.11% 9
2020
Q4 		$6.04M Sell
37,060
-620
-2% -$98.9K 2.61% 8
2020
Q3 		$5.93M Buy
37,680
+14,100
+60% +$2.22M 2.88% 7
2020
Q2 		$3.25M Sell
23,580
-20
-0.1% -$2.42K 1.92% 9
2020
Q1 		$2.3M Buy
23,600
+940
+4% +$91K 1.71% 10
2019
Q4 		$2.09M Sell
22,660
-3,920
-15% -$347K 1.36% 10
2019
Q3 		$2.31M Hold
26,580
– – 1.66% 9
2019
Q2 		$2.52M Buy
26,580
+3,900
+17% +$363K 1.91% 9
2019
Q1 		$2.02M Sell
22,680
-540
-2% -$44.9K 1.65% 9
2018
Q4 		$1.74M Buy
+23,220
New +$1.93M 1.67% 8

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Strategic Wealth Management Group's AMZN Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its Amazon (AMZN) stake by 7.1% in Q2 2021, selling an estimated $419K and leaving 33,080 shares worth $5.69M. The position accounts for 2.08% of the portfolio, ranked #9.

Strategic Wealth Management Group first reported a position in AMZN in Q4 2018 and has held it in 11 quarters since. The position peaked at $6.04M in Q4 2020. 3,764 funds tracked by Wall St. Rank hold AMZN as of Q2 2021.

  • Strategic Wealth Management Group held 33,080 shares of Amazon worth $5.69M as of Q2 2021.
  • Strategic Wealth Management Group sold 2,520 Amazon shares in Q2 2021, an estimated $419K.
  • Amazon made up 2.08% of Strategic Wealth Management Group's portfolio in Q2 2021, its #9 holding.
  • Strategic Wealth Management Group first reported a position in Amazon in Q4 2018 and has held it in 11 quarters since.
  • Strategic Wealth Management Group's Amazon position peaked at $6.04M in Q4 2020.
  • 3,764 funds tracked by Wall St. Rank held Amazon as of Q2 2021.

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