TWA
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Tillar-Wenstrup Advisors’s Amazon AMZN Stock Holding History

Tillar-Wenstrup Advisors’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
2023
Q1 		– Sell
-5,146
Closed -$432K – 2
2022
Q4 		$432K Sell
5,146
-1,617
-24% -$160K 0.21% 40
2022
Q3 		$764K Sell
6,763
-293
-4% -$37K 0.38% 32
2022
Q2 		$749K Buy
7,056
+456
+7% +$57.1K 0.37% 35
2022
Q1 		$1.08M Sell
6,600
-140
-2% -$21.6K 0.52% 28
2021
Q4 		$1.12M Sell
6,740
-5,800
-46% -$993K 0.53% 25
2021
Q3 		$2.06M Buy
12,540
+20
+0.2% +$3.45K 0.95% 23
2021
Q2 		$2.15M Buy
12,520
+240
+2% +$39.9K 0.98% 22
2021
Q1 		$1.9M Buy
12,280
+640
+5% +$101K 0.93% 23
2020
Q4 		$1.9M Buy
11,640
+7,560
+185% +$1.21M 0.98% 22
2020
Q3 		$642K Buy
4,080
+1,780
+77% +$281K 0.37% 28
2020
Q2 		$317K Buy
+2,300
New +$278K 0.19% 30
2020
Q1 		– Sell
-19,020
Closed -$1.76M – 22
2019
Q4 		$1.76M Sell
19,020
-140
-0.7% -$12.4K 0.98% 37
2019
Q3 		$1.66M Sell
19,160
-700
-4% -$64.9K 0.96% 34
2019
Q2 		$1.88M Sell
19,860
-200
-1% -$18.6K 1.06% 30
2019
Q1 		$1.79M Sell
20,060
-20
-0.1% -$1.66K 1.03% 30
2018
Q4 		$1.51M Sell
20,080
-500
-2% -$41.6K 0.99% 35
2018
Q3 		$2.06M Sell
20,580
-7,120
-26% -$670K 1.12% 39
2018
Q2 		$2.35M Sell
27,700
-1,080
-4% -$85.7K 1.31% 28
2018
Q1 		$2.08M Buy
+28,780
New +$2.06M 1.21% 36

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tillar-Wenstrup Advisors's AMZN Position: Q1 2023 in Review

Tillar-Wenstrup Advisors sold out of Amazon (AMZN) in Q1 2023, closing a stake of 5,146 shares — an estimated $432K sold.

Tillar-Wenstrup Advisors first reported a position in AMZN in Q1 2018 and held it in 19 quarters. The position peaked at $2.35M in Q2 2018. 4,156 funds tracked by Wall St. Rank hold AMZN as of Q1 2023.

  • Tillar-Wenstrup Advisors reported no remaining Amazon position as of Q1 2023 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 5,146 Amazon shares in Q1 2023, an estimated $432K.
  • Tillar-Wenstrup Advisors first reported a position in Amazon in Q1 2018 and held it in 19 quarters.
  • Tillar-Wenstrup Advisors's Amazon position peaked at $2.35M in Q2 2018.
  • 4,156 funds tracked by Wall St. Rank held Amazon as of Q1 2023.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2023.