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Amazon shares owned by Balanced Wealth Group

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

Historical chart of Balanced Wealth Group investment in Amazon

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Amazon by Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $627k 3.3k 189.50
2023-12-31 $517k 3.4k 151.94

More positions owned by Balanced Wealth Group

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Value Line Divid In SHS (FVD)

View all positions for Balanced Wealth Group

Top funds holding Amazon

Vanguard Group
T. Rowe Price Associates
Jpmorgan Chase & Co
Norges Bank Investment Management
Bank of America Corporation
Susquehanna International
Wellington Management Company
Goldman Sachs Group
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Jennison Associates
Royal Bank of Canada
Charles Schwab Investment Management
Alliancebernstein

View all funds holding Amazon