SEC 13F Intelligence

Strategic Wealth Management Group, LLC / AMZN

Strategic Wealth Management Group, LLC’s Amazon Com Inc Position

Does Strategic Wealth Management Group, LLC own Amazon Com Inc (AMZN)? Yes — 1.7K shares worth $6M (+2.08% of its 13F portfolio) as of Q2 2021, down from 1.8K shares the prior filed quarter.

Position Value
$6M
Q2 2021
Shares
1.7K
% of Portfolio
+2.08%
Quarters Held
11
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $3MQ2 ’19Q3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ2 ’20Q3 ’20: $6MQ4 ’20: $6MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20211.7K$6M+2.08%
Q1 20211.8K$6M+2.11%
Q4 20201.9K$6M+2.61%
Q3 20201.9K$6M+2.88%
Q2 20201.2K$3M+1.92%
Q1 20201.2K$2M+1.71%
Q4 20191.1K$2M+1.36%
Q3 20191.3K$2M+1.66%
Q2 20191.3K$3M+1.91%
Q1 20191.1K$2M+1.65%
Q4 20181.2K$2M+1.67%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Wealth Management Group, LLC’s full portfolio or all institutional holders of AMZN.