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TFO Wealth Partners’s Amazon AMZN Stock Holding History

TFO Wealth 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
2024
Q2 		– Sell
-81
Closed -$14.6K – 98
2024
Q1 		$14.6K Sell
81
-33
-29% -$5.51K ﹤0.01% 83
2023
Q4 		$17.3K Sell
114
-1,580
-93% -$221K ﹤0.01% 83
2023
Q3 		$221K Buy
1,694
+69
+4% +$9.25K 0.05% 43
2023
Q2 		$212K Sell
1,625
-173
-10% -$19.8K 0.04% 43
2023
Q1 		$186K Buy
1,798
+1,791
+25,586% +$173K 0.04% 41
2022
Q4 		$320 Sell
7
-3,442
-100% -$340K ﹤0.01% 548
2022
Q3 		$390K Sell
3,449
-151
-4% -$19.1K 0.1% 28
2022
Q2 		$382K Buy
3,600
+140
+4% +$17.5K 0.09% 30
2022
Q1 		$564K Buy
+3,460
New +$535K 0.11% 29
2021
Q4 		– Sell
-3,260
Closed -$535K – 136
2021
Q3 		$535K Buy
3,260
+3,240
+16,200% +$559K 0.11% 25
2021
Q2 		$3K Sell
20
-4,340
-100% -$721K ﹤0.01% 97
2021
Q1 		$675K Buy
4,360
+1,100
+34% +$174K 0.2% 22
2020
Q4 		$531K Buy
3,260
+3,140
+2,617% +$501K 0.17% 21
2020
Q3 		$19K Buy
120
+100
+500% +$15.8K 0.01% 61
2020
Q2 		$3K Sell
20
-6,320
-100% -$763K ﹤0.01% 119
2020
Q1 		$618K Buy
6,340
+1,300
+26% +$126K 0.27% 18
2019
Q4 		$465K Buy
+5,040
New +$446K 0.43% 19

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

TFO Wealth Partners's AMZN Position: Q2 2024 in Review

TFO Wealth Partners sold out of Amazon (AMZN) in Q2 2024, closing a stake of 81 shares — an estimated $14.6K sold.

TFO Wealth Partners first reported a position in AMZN in Q4 2019 and held it in 17 quarters. The position peaked at $675K in Q1 2021. 4,923 funds tracked by Wall St. Rank hold AMZN as of Q2 2024.

  • TFO Wealth Partners reported no remaining Amazon position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 81 Amazon shares in Q2 2024, an estimated $14.6K.
  • TFO Wealth Partners first reported a position in Amazon in Q4 2019 and held it in 17 quarters.
  • TFO Wealth Partners's Amazon position peaked at $675K in Q1 2021.
  • 4,923 funds tracked by Wall St. Rank held Amazon as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.