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Amazon shares owned by OptiFour Integrated Wealth Management

Quarter-by-quarter ownership of Amazon (AMZN) shares owned by OptiFour Integrated Wealth Management from 13F filings

Historical chart of OptiFour Integrated Wealth Management investment in Amazon

Tip: Access up to 7 years of quarterly data

All positions including Amazon held by OptiFour Integrated Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amazon by OptiFour Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2019-12-31 $303k 164 1847.56
2019-09-30 $285k 164 1737.80
2019-06-30 $350k 185 1891.89
2019-03-31 $269k 151 1781.46
2018-12-31 $300k 200 1500.00
2018-09-30 $405k 202 2004.95
2018-06-30 $340k 200 1700.00
2018-03-31 $291k 201 1447.76

More positions owned by OptiFour Integrated Wealth Management

iShares S&P 1500 Index Fund (ITOT)
Schwab U S Broad Market ETF (SCHB)
Vanguard Total Stock Market ETF (VTI)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Ishares Core Intl Stock Etf core (IXUS)
iShares Lehman Aggregate Bond (AGG)
SPDR Barclays Capital TIPS (SPIP)
Ishares Tr fltg rate nt (FLOT)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Ishares Tr Global Reit Etf (REET)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Schwab International Equity ETF (SCHF)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Schwab Strategic Tr us aggregate b (SCHZ)
Alamo (ALG)

View all positions for OptiFour Integrated Wealth Management

Top funds holding Amazon

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Legal & General Group
Bank of New York Mellon
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