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Ackerman Capital Advisors’s Amazon AMZN Stock Holding History

Ackerman Capital Advisors’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$904K Buy
+12,040
New +$1M 0.07% 85
2018
Q1 		$2.98M Buy
+51,040
New +$3.65M 1.2% 22
2017
Q2 		$1.52M Buy
+31,500
New +$1.5M 0.64% 29

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ackerman Capital Advisors's AMZN Position: Q4 2018 in Review

Ackerman Capital Advisors opened a new position in Amazon (AMZN) in Q4 2018: 12,040 shares worth $904K. The stake represents 0.07% of the portfolio and ranks #85 among its holdings. This is a return to the name: Ackerman Capital Advisors previously reported a position in AMZN as recently as Q1 2018.

Ackerman Capital Advisors first reported a position in AMZN in Q2 2017 and has held it in 3 quarters since. The position peaked at $2.98M in Q1 2018. 2,635 funds tracked by Wall St. Rank hold AMZN as of Q4 2018.

  • Ackerman Capital Advisors held 12,040 shares of Amazon worth $904K as of Q4 2018.
  • Amazon was a new Ackerman Capital Advisors position in Q4 2018.
  • Amazon made up 0.07% of Ackerman Capital Advisors's portfolio in Q4 2018, its #85 holding.
  • Ackerman Capital Advisors first reported a position in Amazon in Q2 2017 and has held it in 3 quarters since.
  • Ackerman Capital Advisors's Amazon position peaked at $2.98M in Q1 2018.
  • 2,635 funds tracked by Wall St. Rank held Amazon as of Q4 2018.

Based on Ackerman Capital Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.