Forthright Family Wealth Advisory »

Amazon shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Amazon

Tip: Access up to 7 years of quarterly data

All positions including Amazon held by Forthright Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Amazon by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $594k 3.3k 180.38
2023-12-31 $449k 3.0k 151.94

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 100 Etf (OEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Forthright Family Wealth Advisory

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