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Wealthstreet Investment Advisors’s Amazon AMZN Stock Holding History

Wealthstreet Investment 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
2022
Q1 		$228K Hold
1,400
– – 6.14% 2
2021
Q4 		$233K Hold
1,400
– – 5.75% 3
2021
Q3 		$230K Sell
1,400
-2,620
-65% -$452K 6.35% 2
2021
Q2 		$692K Sell
4,020
-136,760
-97% -$22.7M 3.59% 8
2021
Q1 		$21.8M Sell
140,780
-5,880
-4% -$932K 2.12% 8
2020
Q4 		$23.9M Buy
146,660
+360
+0.2% +$57.4K 2.42% 4
2020
Q3 		$23M Sell
146,300
-1,280
-0.9% -$202K 2.57% 6
2020
Q2 		$20.4M Sell
147,580
-480
-0.3% -$58K 2.49% 6
2020
Q1 		$14.4M Buy
148,060
+10,900
+8% +$1.05M 2.13% 8
2019
Q4 		$12.7M Buy
137,160
+7,040
+5% +$623K 1.48% 17
2019
Q3 		$11.5M Buy
130,120
+12,700
+11% +$1.18M 1.47% 17
2019
Q2 		$11.1M Buy
117,420
+4,080
+4% +$380K 1.44% 17
2019
Q1 		$10.1M Buy
113,340
+5,760
+5% +$479K 1.33% 18
2018
Q4 		$8.81M Buy
107,580
+14,120
+15% +$1.17M 1.24% 18
2018
Q3 		$9.36M Buy
93,460
+600
+0.6% +$56.4K 1.15% 20
2018
Q2 		$7.89M Buy
92,860
+1,800
+2% +$143K 1.04% 21
2018
Q1 		$6.59M Buy
91,060
+1,700
+2% +$122K 0.83% 29
2017
Q4 		$5.22M Buy
+89,360
New +$4.92M 0.63% 38

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return