Number of Shares
103,552.00
Current Holdings Value*
$19.70 Mil
% of Portfolio
2.73%
Total Estimate Gain
$9.61 Mil
% of Total Estimate Gain
52.56%

Sendero Wealth Management, LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, Sendero Wealth Management, LLC held 103,552.00 shares of Amazon.com Inc(AMZN), totaling $19.70 Mil. This investment constitutes 2.73% of their stock portfolio, and Sendero Wealth Management, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2021Q4. And since then Sendero Wealth Management, LLC has made 10 purchases of AMZN, at an average price of $138.26, for a total of 132,280.00 shares. In addition, there have been 3 sales at an average price of $166.32 for 28,728.00 shares. Based on historical transaction data and AMZN's current price of $223.30, Sendero Wealth Management, LLC's estimated gain on his AMZN holdings is $9.61 Mil, reflecting a 52.56% gain to date.

Sendero Wealth Management, LLC AMZN ($223.30) Holding Chart

Sendero Wealth Management, LLC AMZN ($223.30) 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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