Vontobel Swiss Wealth Advisors’s Amazon AMZN Stock Holding History

Vontobel Swiss 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
2021 Q2	$293K	Sell	1,800 -4,440	-71%	-$738K	0.15%	70
2021 Q1	$965K	Sell	6,240 -1,960	-24%	-$311K	0.54%	31
2020 Q4	$1.33M	Buy	8,200 +80	+1%	+$12.8K	0.76%	29
2020 Q3	$1.28M	Sell	8,120 -8,000	-50%	-$1.26M	0.89%	28
2020 Q2	$2.22M	Hold	16,120	–	–	1.46%	26
2020 Q1	$1.57M	Sell	16,120 -900	-5%	-$87.1K	1.2%	29
2019 Q4	$1.57M	Hold	17,020	–	–	1.03%	32
2019 Q3	$1.48M	Buy	17,020 +920	+6%	+$85.3K	0.95%	38
2019 Q2	$1.52M	Buy	+16,100	New	+$1.5M	0.82%	44

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

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

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

Vontobel Swiss Wealth Advisors's AMZN Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors reduced its Amazon (AMZN) stake by 71% in Q2 2021, selling an estimated $738K and leaving 1,800 shares worth $293K. The position accounts for 0.15% of the portfolio, ranked #70.

Vontobel Swiss Wealth Advisors first reported a position in AMZN in Q2 2019 and has held it in 9 quarters since. The position peaked at $2.22M in Q2 2020. 3,764 funds tracked by Wall St. Rank hold AMZN as of Q2 2021.

Vontobel Swiss Wealth Advisors held 1,800 shares of Amazon worth $293K as of Q2 2021.
Vontobel Swiss Wealth Advisors sold 4,440 Amazon shares in Q2 2021, an estimated $738K.
Amazon made up 0.15% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #70 holding.
Vontobel Swiss Wealth Advisors first reported a position in Amazon in Q2 2019 and has held it in 9 quarters since.
Vontobel Swiss Wealth Advisors's Amazon position peaked at $2.22M in Q2 2020.
3,764 funds tracked by Wall St. Rank held Amazon as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.