Number of Shares
87,196.00
Current Holdings Value*
$11.08 Mil
% of Portfolio
2.15%
Total Estimate Gain
$12.32 Mil
% of Total Estimate Gain
107.72%

Ropes Wealth Advisors LLC's Amazon.com Inc Holding Summary

As of 2023-09-30, Ropes Wealth Advisors LLC held 87,196.00 shares of Amazon.com Inc(AMZN), totaling $11.08 Mil. This investment constitutes 2.15% of their stock portfolio, and Ropes Wealth Advisors LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2015Q1. And since then Ropes Wealth Advisors LLC has made 10 purchases of AMZN, at an average price of $90.66, for a total of 126,141.00 shares. In addition, there have been 11 sales at an average price of $123.54 for 38,945.00 shares. Based on historical transaction data and AMZN's current price of $217.27, Ropes Wealth Advisors LLC's estimated gain on his AMZN holdings is $12.32 Mil, reflecting a 107.72% gain to date.

Ropes Wealth Advisors LLC AMZN ($217.27) Holding Chart

Ropes Wealth Advisors LLC AMZN ($217.27) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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