TPB Wealth Advisors’s Amazon AMZN Stock Holding History

TPB Wealth 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	-2,724	Closed	-$239K	–	38
2022 Q4	$239K	Buy	2,724 +84	+3%	+$8.3K	0.12%	42
2022 Q3	$298K	Sell	2,640 -1,017	-28%	-$129K	0.14%	38
2022 Q2	$391K	Buy	3,657 +797	+28%	+$99.7K	0.18%	39
2022 Q1	$466K	Hold	2,860	–	–	0.17%	35
2021 Q4	$477K	Buy	2,860 +400	+16%	+$68.5K	0.23%	34
2021 Q3	$404K	Sell	2,460 -300	-11%	-$51.7K	0.29%	33
2021 Q2	$473K	Buy	2,760 +300	+12%	+$49.9K	0.31%	33
2021 Q1	$380K	Hold	2,460	–	–	0.33%	30
2020 Q4	$400K	Buy	+2,460	New	+$393K	0.4%	23

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Norges Bank Oslo, Norway $935B AUM

TPB Wealth Advisors's AMZN Position: Q1 2023 in Review

TPB Wealth Advisors sold out of Amazon (AMZN) in Q1 2023, closing a stake of 2,724 shares — an estimated $239K sold.

TPB Wealth Advisors first reported a position in AMZN in Q4 2020 and held it in 9 quarters. The position peaked at $477K in Q4 2021. 4,157 funds tracked by Wall St. Rank hold AMZN as of Q1 2023.

TPB Wealth Advisors reported no remaining Amazon position as of Q1 2023 after selling out during the quarter.
TPB Wealth Advisors sold 2,724 Amazon shares in Q1 2023, an estimated $239K.
TPB Wealth Advisors first reported a position in Amazon in Q4 2020 and held it in 9 quarters.
TPB Wealth Advisors's Amazon position peaked at $477K in Q4 2021.
4,157 funds tracked by Wall St. Rank held Amazon as of Q1 2023.

Based on TPB Wealth Advisors's 13F filing for Q1 2023, filed 23 May 2023.