Swaine & Leidel Wealth Services’s Amazon AMZN Stock Holding History

Swaine & Leidel Wealth Services’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	$381K	Buy	+7,620	New	+$1.18M	0.29%	48
2021 Q3	$417K	Buy	+2,540	New	+$438K	0.37%	45
2021 Q1	$381K	Sell	2,460 -540	-18%	-$85.6K	0.25%	55
2020 Q4	$489K	Buy	3,000 +300	+11%	+$47.9K	0.35%	50
2020 Q3	$425K	Sell	2,700 -580	-18%	-$91.4K	0.41%	43
2020 Q2	$452K	Hold	3,280	–	–	0.46%	41
2020 Q1	$320K	Buy	3,280 +640	+24%	+$61.9K	0.33%	47
2019 Q4	$244K	Buy	2,640 +180	+7%	+$15.9K	0.2%	52
2019 Q3	$214K	Buy	2,460 +300	+14%	+$27.8K	0.19%	58
2019 Q2	$205K	Buy	+2,160	New	+$201K	0.22%	56

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Swaine & Leidel Wealth Services's AMZN Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Amazon (AMZN) in Q1 2022: 7,620 shares worth $381K. The stake represents 0.29% of the portfolio and ranks #48 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in AMZN as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in AMZN in Q2 2019 and has held it in 10 quarters since. The position peaked at $489K in Q4 2020. 4,165 funds tracked by Wall St. Rank hold AMZN as of Q1 2022.

Swaine & Leidel Wealth Services held 7,620 shares of Amazon worth $381K as of Q1 2022.
Amazon was a new Swaine & Leidel Wealth Services position in Q1 2022.
Amazon made up 0.29% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #48 holding.
Swaine & Leidel Wealth Services first reported a position in Amazon in Q2 2019 and has held it in 10 quarters since.
Swaine & Leidel Wealth Services's Amazon position peaked at $489K in Q4 2020.
4,165 funds tracked by Wall St. Rank held Amazon as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.