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YorkBridge Wealth Partners’s Amazon AMZN Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$8.66M Sell
103,110
-33,035
-24% -$3.26M 2.2% 8
2022
Q3 		$15.4M Buy
136,145
+11,065
+9% +$1.4M 3.97% 3
2022
Q2 		$13.3M Buy
125,080
+10,760
+9% +$1.35M 3.47% 5
2022
Q1 		$18.6M Sell
114,320
-5,100
-4% -$788K 4.09% 3
2021
Q4 		$19.9M Buy
119,420
+12,600
+12% +$2.16M 4.46% 2
2021
Q3 		$17.5M Buy
106,820
+15,260
+17% +$2.63M 4.41% 2
2021
Q2 		$15.7M Sell
91,560
-12,320
-12% -$2.05M 4.11% 3
2021
Q1 		$16.1M Buy
103,880
+30,680
+42% +$4.86M 4.75% 2
2020
Q4 		$11.9M Buy
73,200
+43,040
+143% +$6.87M 3.99% 3
2020
Q3 		$4.75M Sell
30,160
-42,340
-58% -$6.67M 1.99% 11
2020
Q2 		$10M Buy
72,500
+22,140
+44% +$2.67M 4.57% 3
2020
Q1 		$4.91M Sell
50,360
-21,200
-30% -$2.05M 3.02% 4
2019
Q4 		$6.61M Sell
71,560
-8,680
-11% -$768K 3.03% 4
2019
Q3 		$6.96M Sell
80,240
-3,300
-4% -$306K 3.51% 4
2019
Q2 		$7.91M Sell
83,540
-260
-0.3% -$24.2K 3.51% 3
2019
Q1 		$7.46M Sell
83,800
-140
-0.2% -$11.7K 3.44% 2
2018
Q4 		$6.3M Sell
83,940
-1,520
-2% -$126K 3.34% 2
2018
Q3 		$8.56M Sell
85,460
-34,160
-29% -$3.21M 3.92% 1
2018
Q2 		$10.2M Buy
119,620
+680
+0.6% +$54K 4.46% 1
2018
Q1 		$8.61M Buy
118,940
+640
+0.5% +$45.8K 3.97% 1
2017
Q4 		$8.22M Sell
118,300
-1,980
-2% -$109K 3.97% 1
2017
Q3 		$5.78M Buy
120,280
+5,180
+5% +$254K 3% 3
2017
Q2 		$5.49M Sell
115,100
-860
-0.7% -$41K 2.91% 3
2017
Q1 		$5.49M Buy
115,960
+5,320
+5% +$222K 2.87% 3
2016
Q4 		$4.32M Buy
+110,640
New +$4.34M 2.55% 4

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

YorkBridge Wealth Partners's AMZN Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Amazon (AMZN) stake by 24% in Q4 2022, selling an estimated $3.26M and leaving 103,110 shares worth $8.66M. The position accounts for 2.2% of the portfolio, ranked #8.

YorkBridge Wealth Partners first reported a position in AMZN in Q4 2016 and has held it in 25 quarters since. The position peaked at $19.9M in Q4 2021. 4,120 funds tracked by Wall St. Rank hold AMZN as of Q4 2022.

  • YorkBridge Wealth Partners held 103,110 shares of Amazon worth $8.66M as of Q4 2022.
  • YorkBridge Wealth Partners sold 33,035 Amazon shares in Q4 2022, an estimated $3.26M.
  • Amazon made up 2.2% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #8 holding.
  • YorkBridge Wealth Partners first reported a position in Amazon in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Amazon position peaked at $19.9M in Q4 2021.
  • 4,120 funds tracked by Wall St. Rank held Amazon as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.