Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Amazon shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Amazon

Tip: Access up to 7 years of quarterly data

All positions including Amazon held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amazon by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $55M 249k 219.39
2024-09-30 $40M 214k 186.33
2024-06-30 $37M 189k 193.25
2024-03-31 $31M 173k 180.38
2023-09-30 $17M 133k 127.12
2023-06-30 $13M 100k 130.36
2023-03-31 $10M 96k 103.29
2022-12-31 $7.6M 90k 84.00
2022-09-30 $9.8M 87k 113.00
2022-06-30 $7.7M 72k 106.20
2022-03-31 $11M 3.5k 3259.93
2021-12-31 $11M 3.3k 3334.24
2021-09-30 $10M 3.2k 3285.22
2021-06-30 $11M 3.1k 3435.43
2021-03-31 $9.0M 2.9k 3093.68
2020-12-31 $9.1M 2.8k 3256.88
2020-09-30 $3.4M 1.1k 3148.90
2020-06-30 $3.5M 1.3k 2759.06
2020-03-31 $2.7M 1.4k 1950.29
2019-12-31 $1.6M 93k 16.90
2019-09-30 $1.7M 978 1736.20
2019-06-30 $1.1M 580 1894.83
2019-03-31 $878k 493 1780.93
2018-12-31 $850k 566 1501.77
2018-09-30 $1.1M 538 2003.72
2018-06-30 $751k 442 1699.10
2018-03-31 $638k 441 1446.71
2017-12-31 $486k 416 1168.27
2017-09-30 $336k 350 960.00
2017-06-30 $237k 245 967.35

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American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Victory Portfolios Ii Shares Free Cash (VFLO)
Apple (AAPL)
Alps Etf Tr Smith Core Plus (SMTH)
NVIDIA Corporation (NVDA)
Victory Portfolios Ii Core Intrmediate (UBND)
Visa Com Cl A (V)
Amazon (AMZN)
Applovin Corp Com Cl A (APP)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Amazon

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
T. Rowe Price Associates
Morgan Stanley
Norges Bank Investment Management
Northern Trust
Capital Research Global Investors
Bank of America Corporation
Bank of New York Mellon
Wellington Management Company
Goldman Sachs Group

View all funds holding Amazon