Wealth Advisors’s Amazon AMZN Stock Holding History

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 Q1	–	Sell	-20,000	Closed	-$1.51M	–	102
2020 Q4	$1.51M	Hold	20,000	–	–	0.67%	23
2020 Q3	$1.46M	Hold	20,000	–	–	0.68%	23
2020 Q2	$1.33M	Hold	20,000	–	–	0.71%	22
2020 Q1	$740K	Sell	20,000 -10,000	-33%	-$968K	0.49%	27
2019 Q4	$575K	Buy	+30,000	New	+$2.66M	0.33%	41

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wealth Advisors's AMZN Position: Q3 2023 in Review

Wealth Advisors reduced its Amazon (AMZN) stake by 2.3% in Q3 2023, selling an estimated $608K and leaving 191,147 shares worth $24.3M. The position accounts for 10.88% of the portfolio, ranked #2.

Wealth Advisors first reported a position in AMZN in Q4 2019 and has held it in 16 quarters since. The position peaked at $49.1M in Q2 2021. 4,374 funds tracked by Wall St. Rank hold AMZN as of Q3 2023.

Wealth Advisors held 191,147 shares of Amazon worth $24.3M as of Q3 2023.
Wealth Advisors sold 4,537 Amazon shares in Q3 2023, an estimated $608K.
Amazon made up 10.88% of Wealth Advisors's portfolio in Q3 2023, its #2 holding.
Wealth Advisors first reported a position in Amazon in Q4 2019 and has held it in 16 quarters since.
Wealth Advisors's Amazon position peaked at $49.1M in Q2 2021.
4,374 funds tracked by Wall St. Rank held Amazon as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.