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Ropes Wealth Advisors LLC

SEC CIK
0001641652
Latest filing
Oct 19, 2023

AMZN holding history

Amazon Com Inc in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMZN overviewAll 13F holders of AMZNFull Q3 2023 holdings

Shares (Q3 2023)
87,196
Value
$11.1M
% of portfolio
2.2%
Quarters held
11
Since Q1 2021
Holdings of AMZN by Ropes Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202387,196$11.1M2.2%−6,643−7.1%ReducedHolders
Q2 202393,839$12.2M2.0%+2,795+3.1%AddedHolders
Q1 202391,044$9.40M1.7%+1,686+1.9%AddedHolders
Q4 202289,358$7.51M1.3%−2,883−3.1%ReducedHolders
Q3 202292,241$10.4M2.2%−909−1.0%ReducedHolders
Q2 202293,150$9.89M2.0%−15,110−14.0%ReducedConverted for a 20-for-1 splitHolders
Q1 20225,413$17.6M3.0%+738+15.8%AddedHolders
Q4 20214,675$15.6M2.7%−96−2.0%ReducedHolders
Q3 20214,771$15.7M2.5%−158−3.2%ReducedHolders
Q2 20214,929$17.0M2.7%+225+4.8%AddedHolders
Q1 20214,704$15.2M2.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.