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Traverso Chambers Private Wealth Management’s Amazon AMZN Stock Holding History

Traverso Chambers Private Wealth Management’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
Q4 		$3.06M Sell
20,144
-66
-0.3% -$9.25K 0.74% 27
2023
Q3 		$2.57M Buy
20,210
+24
+0.1% +$3.22K 0.69% 28
2023
Q2 		$2.63M Hold
20,186
– – 0.69% 29
2023
Q1 		$2.09M Buy
20,186
+381
+2% +$36.8K 0.57% 28
2022
Q4 		$1.66M Buy
19,805
+5
+0% +$494 0.48% 30
2022
Q3 		$2.24M Hold
19,800
– – 0.69% 27
2022
Q2 		$2.1M Buy
19,800
+220
+1% +$27.5K 0.7% 23
2022
Q1 		$3.19M Buy
19,580
+80
+0.4% +$12.4K 0.95% 22
2021
Q4 		$3.25M Hold
19,500
– – 0.96% 20
2021
Q3 		$3.2M Hold
19,500
– – 1% 20
2021
Q2 		$3.35M Sell
19,500
-620
-3% -$103K 1.06% 19
2021
Q1 		$3.11M Sell
20,120
-140
-0.7% -$22.2K 1.05% 19
2020
Q4 		$3.3M Sell
20,260
-200
-1% -$31.9K 1.19% 19
2020
Q3 		$3.22M Buy
20,460
+4,380
+27% +$691K 1.25% 19
2020
Q2 		$2.22M Sell
16,080
-160
-1% -$19.3K 0.93% 19
2020
Q1 		$1.58M Buy
16,240
+260
+2% +$25.2K 0.75% 21
2019
Q4 		$1.48M Sell
15,980
-200
-1% -$17.7K 0.63% 26
2019
Q3 		$1.4M Sell
16,180
-40
-0.2% -$3.71K 0.67% 24
2019
Q2 		$1.57M Buy
16,220
+540
+3% +$50.3K 0.77% 23
2019
Q1 		$1.4M Sell
15,680
-120
-0.8% -$9.99K 0.68% 26
2018
Q4 		$1.19M Buy
+15,800
New +$1.31M 0.64% 26

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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

Traverso Chambers Private Wealth Management's AMZN Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its Amazon (AMZN) stake by 0.33% in Q4 2023, selling an estimated $9.25K and leaving 20,144 shares worth $3.06M. The position accounts for 0.74% of the portfolio, ranked #27.

Traverso Chambers Private Wealth Management first reported a position in AMZN in Q4 2018 and has held it in 21 quarters since. The position peaked at $3.35M in Q2 2021. 4,724 funds tracked by Wall St. Rank hold AMZN as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 20,144 shares of Amazon worth $3.06M as of Q4 2023.
  • Traverso Chambers Private Wealth Management sold 66 Amazon shares in Q4 2023, an estimated $9.25K.
  • Amazon made up 0.74% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #27 holding.
  • Traverso Chambers Private Wealth Management first reported a position in Amazon in Q4 2018 and has held it in 21 quarters since.
  • Traverso Chambers Private Wealth Management's Amazon position peaked at $3.35M in Q2 2021.
  • 4,724 funds tracked by Wall St. Rank held Amazon as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.