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Amazon shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Amazon

Tip: Access up to 7 years of quarterly data

All positions including Amazon held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amazon by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $20M 111k 180.38
2023-12-31 $20M 134k 151.94
2023-09-30 $16M 38k 423.70
2023-06-30 $7.8M 60k 130.36

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

Top funds holding Amazon

Vanguard Group
BlackRock
FMR
T. Rowe Price Associates
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Susquehanna International
Goldman Sachs Group
Wellington Management Company
Legal & General Group
Bank of New York Mellon
Nuveen Asset Management
Jennison Associates

View all funds holding Amazon