Taylor Wealth Management Partners’s Amazon AMZN Stock Holding History

Taylor Wealth Management Partners’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 Q2	$3.1M	Sell	29,220 -4,480	-13%	-$561K	1.76%	25
2022 Q1	$5.49M	Sell	33,700 -1,300	-4%	-$201K	2.22%	19
2021 Q4	$5.83M	Sell	35,000 -100	-0.3%	-$17.1K	2.06%	23
2021 Q3	$5.76M	Buy	35,100 +1,240	+4%	+$214K	2.06%	19
2021 Q2	$5.82M	Buy	33,860 +520	+2%	+$86.4K	2.05%	21
2021 Q1	$5.16M	Sell	33,340 -700	-2%	-$111K	1.88%	23
2020 Q4	$5.54M	Sell	34,040 -460	-1%	-$73.4K	2.13%	15
2020 Q3	$5.43M	Buy	34,500 +240	+0.7%	+$37.8K	2.49%	12
2020 Q2	$4.73M	Buy	+34,260	New	+$4.14M	2.4%	14
2017 Q1	–	Sell	-300	Closed	-$11K	–	158
2016 Q4	$11K	Buy	300 +100	+50%	+$3.92K	0.01%	134
2016 Q3	$8K	Hold	200	–	–	﹤0.01%	132
2016 Q2	$7K	Sell	200 -100	-33%	-$3.38K	﹤0.01%	124
2016 Q1	$9K	Hold	300	–	–	﹤0.01%	120
2015 Q4	$10K	Hold	300	–	–	﹤0.01%	112
2015 Q3	$8K	Hold	300	–	–	﹤0.01%	126
2015 Q2	$7K	Hold	300	–	–	﹤0.01%	158
2015 Q1	$6K	Buy	+300	New	+$5.28K	﹤0.01%	156

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Taylor Wealth Management Partners's AMZN Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its Amazon (AMZN) stake by 13% in Q2 2022, selling an estimated $561K and leaving 29,220 shares worth $3.1M. The position accounts for 1.76% of the portfolio, ranked #25.

Taylor Wealth Management Partners first reported a position in AMZN in Q1 2015 and has held it in 17 quarters since. The position peaked at $5.83M in Q4 2021. 4,039 funds tracked by Wall St. Rank hold AMZN as of Q2 2022.

Taylor Wealth Management Partners held 29,220 shares of Amazon worth $3.1M as of Q2 2022.
Taylor Wealth Management Partners sold 4,480 Amazon shares in Q2 2022, an estimated $561K.
Amazon made up 1.76% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #25 holding.
Taylor Wealth Management Partners first reported a position in Amazon in Q1 2015 and has held it in 17 quarters since.
Taylor Wealth Management Partners's Amazon position peaked at $5.83M in Q4 2021.
4,039 funds tracked by Wall St. Rank held Amazon as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.