SVB WEALTH LLC AMZN Holdings History

Number of Shares
339,865.00
Current Holdings Value*
$64.66 Mil
% of Portfolio
2.66%
Total Estimate Gain
$80.33 Mil
% of Total Estimate Gain
57.26%

SVB WEALTH LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, SVB WEALTH LLC held 339,865.00 shares of Amazon.com Inc(AMZN), totaling $64.66 Mil. This investment constitutes 2.66% of their stock portfolio, and SVB WEALTH LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2014Q4. And since then SVB WEALTH LLC has made 13 purchases of AMZN, at an average price of $103.59, for a total of 1.35 Mil shares. In addition, there have been 18 sales at an average price of $142.49 for 1.01 Mil shares. Based on historical transaction data and AMZN's current price of $223.84, SVB WEALTH LLC's estimated gain on his AMZN holdings is $80.33 Mil, reflecting a 57.26% gain to date.

SVB WEALTH LLC AMZN ($223.84) Holding Chart

SVB WEALTH LLC AMZN ($223.84) 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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