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Wealth Enhancement & Preservation of GA’s Amazon AMZN Stock Holding History

Wealth Enhancement & Preservation of GA’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
2020
Q4 		– Sell
-4,300
Closed -$656K – 52
2020
Q3 		$656K Buy
+4,300
New +$678K 0.68% 38

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's AMZN Position: Q4 2020 in Review

Wealth Enhancement & Preservation of GA sold out of Amazon (AMZN) in Q4 2020, closing a stake of 4,300 shares — an estimated $656K sold.

Wealth Enhancement & Preservation of GA first reported a position in AMZN in Q3 2020 and held it in 1 quarter. The position peaked at $656K in Q3 2020. 3,724 funds tracked by Wall St. Rank hold AMZN as of Q4 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining Amazon position as of Q4 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 4,300 Amazon shares in Q4 2020, an estimated $656K.
  • Wealth Enhancement & Preservation of GA first reported a position in Amazon in Q3 2020 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's Amazon position peaked at $656K in Q3 2020.
  • 3,724 funds tracked by Wall St. Rank held Amazon as of Q4 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q4 2020, filed 2 Feb 2021.