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Wipfli Financial Advisors’s Amazon AMZN Stock Holding History

Wipfli Financial 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
Q3 		$10.1M Buy
+89,757
New +$11.3M 0.71% 19
2022
Q2 		– Sell
-1,780
Closed -$290K – 87
2022
Q1 		$290K Buy
+1,780
New +$275K 0.03% 79
2021
Q1 		– Sell
-1,260
Closed -$205K – 36
2020
Q4 		$205K Buy
+1,260
New +$201K 0.12% 36

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wipfli Financial Advisors's AMZN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Amazon (AMZN) in Q3 2022: 89,757 shares worth $10.1M. The stake represents 0.71% of the portfolio and ranks #19 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in AMZN as recently as Q1 2022.

Wipfli Financial Advisors first reported a position in AMZN in Q4 2020 and has held it in 3 quarters since. 4,074 funds tracked by Wall St. Rank hold AMZN as of Q3 2022.

  • Wipfli Financial Advisors held 89,757 shares of Amazon worth $10.1M as of Q3 2022.
  • Amazon was a new Wipfli Financial Advisors position in Q3 2022.
  • Amazon made up 0.71% of Wipfli Financial Advisors's portfolio in Q3 2022, its #19 holding.
  • Wipfli Financial Advisors first reported a position in Amazon in Q4 2020 and has held it in 3 quarters since.
  • 4,074 funds tracked by Wall St. Rank held Amazon as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.