AWS
AMZN icon

Aris Wealth Services’s Amazon AMZN Stock Holding History

Aris Wealth Services’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
2015
Q3 		$155K Sell
6,060
-100
-2% -$2.53K 0.33% 45
2015
Q2 		$134K Buy
6,160
+1,260
+26% +$26.3K 0.12% 123
2015
Q1 		$91K Buy
+4,900
New +$86.2K 0.08% 147
2014
Q1 		– Sell
-7,360
Closed -$147K – 92
2013
Q4 		$147K Buy
7,360
+760
+12% +$13.7K 0.25% 90
2013
Q3 		$103K Buy
+6,600
New +$98.4K 0.19% 86

Other funds holding AMZN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aris Wealth Services's AMZN Position: Q3 2015 in Review

Aris Wealth Services reduced its Amazon (AMZN) stake by 1.6% in Q3 2015, selling an estimated $2.53K and leaving 6,060 shares worth $155K. The position accounts for 0.33% of the portfolio, ranked #45.

Aris Wealth Services first reported a position in AMZN in Q3 2013 and has held it in 5 quarters since. 1,285 funds tracked by Wall St. Rank hold AMZN as of Q3 2015.

  • Aris Wealth Services held 6,060 shares of Amazon worth $155K as of Q3 2015.
  • Aris Wealth Services sold 100 Amazon shares in Q3 2015, an estimated $2.53K.
  • Amazon made up 0.33% of Aris Wealth Services's portfolio in Q3 2015, its #45 holding.
  • Aris Wealth Services first reported a position in Amazon in Q3 2013 and has held it in 5 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Amazon as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.