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Wealth Management Solutions’s Amazon AMZN Stock Holding History

Wealth Management Solutions’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
Q3 		$308K Sell
2,420
-200
-8% -$26.8K 0.21% 62
2023
Q2 		$342K Sell
2,620
-20
-0.8% -$2.28K 0.22% 56
2023
Q1 		$273K Sell
2,640
-20
-0.8% -$1.93K 0.16% 70
2022
Q4 		$223K Buy
2,660
+100
+4% +$9.88K 0.12% 78
2022
Q3 		$289K Sell
2,560
-60
-2% -$7.58K 0.17% 61
2022
Q2 		$278K Buy
2,620
+220
+9% +$27.5K 0.16% 65
2022
Q1 		$391K Sell
2,400
-340
-12% -$52.5K 0.2% 68
2021
Q4 		$457K Buy
+2,740
New +$469K 0.24% 65

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealth Management Solutions's AMZN Position: Q3 2023 in Review

Wealth Management Solutions reduced its Amazon (AMZN) stake by 7.6% in Q3 2023, selling an estimated $26.8K and leaving 2,420 shares worth $308K. The position accounts for 0.21% of the portfolio, ranked #62.

Wealth Management Solutions first reported a position in AMZN in Q4 2021 and has held it in 8 quarters since. The position peaked at $457K in Q4 2021. 4,375 funds tracked by Wall St. Rank hold AMZN as of Q3 2023.

  • Wealth Management Solutions held 2,420 shares of Amazon worth $308K as of Q3 2023.
  • Wealth Management Solutions sold 200 Amazon shares in Q3 2023, an estimated $26.8K.
  • Amazon made up 0.21% of Wealth Management Solutions's portfolio in Q3 2023, its #62 holding.
  • Wealth Management Solutions first reported a position in Amazon in Q4 2021 and has held it in 8 quarters since.
  • Wealth Management Solutions's Amazon position peaked at $457K in Q4 2021.
  • 4,375 funds tracked by Wall St. Rank held Amazon as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.