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Advisor Group’s Amazon AMZN Stock Holding History

Advisor Group’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
2019
Q4 		$122M Sell
1,325,340
-26,480
-2% -$2.34M 0.85% 21
2019
Q3 		$117M Sell
1,351,820
-300
-0% -$27.8K 0.87% 20
2019
Q2 		$128M Sell
1,352,120
-140
-0% -$13K 0.98% 17
2019
Q1 		$120M Buy
1,352,260
+79,040
+6% +$6.58M 0.99% 15
2018
Q4 		$95.6M Buy
1,273,220
+167,780
+15% +$13.9M 0.94% 18
2018
Q3 		$111M Buy
1,105,440
+147,640
+15% +$13.9M 1.12% 13
2018
Q2 		$81.4M Buy
957,800
+24,560
+3% +$1.95M 1.12% 10
2018
Q1 		$67.5M Buy
933,240
+32,800
+4% +$2.35M 0.93% 14
2017
Q4 		$52.7M Buy
900,440
+87,540
+11% +$4.82M 0.7% 20
2017
Q3 		$39.1M Buy
812,900
+66,760
+9% +$3.28M 0.61% 24
2017
Q2 		$36.1M Buy
746,140
+20,200
+3% +$964K 0.63% 20
2017
Q1 		$32.2M Buy
725,940
+113,740
+19% +$4.74M 0.65% 20
2016
Q4 		$23M Buy
612,200
+145,940
+31% +$5.72M 0.52% 27
2016
Q3 		$19.5M Sell
466,260
-580
-0.1% -$22.2K 0.47% 34
2016
Q2 		$16.7M Buy
+466,840
New +$15.8M 0.44% 38

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advisor Group's AMZN Position: Q4 2019 in Review

Advisor Group reduced its Amazon (AMZN) stake by 2% in Q4 2019, selling an estimated $2.34M and leaving 1,325,340 shares worth $122M. The position accounts for 0.85% of the portfolio, ranked #21.

Advisor Group first reported a position in AMZN in Q2 2016 and has held it in 15 quarters since. The position peaked at $128M in Q2 2019. 3,018 funds tracked by Wall St. Rank hold AMZN as of Q4 2019.

  • Advisor Group held 1,325,340 shares of Amazon worth $122M as of Q4 2019.
  • Advisor Group sold 26,480 Amazon shares in Q4 2019, an estimated $2.34M.
  • Amazon made up 0.85% of Advisor Group's portfolio in Q4 2019, its #21 holding.
  • Advisor Group first reported a position in Amazon in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Amazon position peaked at $128M in Q2 2019.
  • 3,018 funds tracked by Wall St. Rank held Amazon as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.