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Biegel & Waller’s Amazon AMZN Stock Holding History

Biegel & Waller’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
Q3 		$507K Buy
5,840
+560
+11% +$51.9K 0.28% 38
2019
Q2 		$500K Sell
5,280
-120
-2% -$11.2K 0.26% 44
2019
Q1 		$481K Buy
5,400
+1,600
+42% +$133K 0.25% 42
2018
Q4 		$285K Buy
3,800
+580
+18% +$48.2K 0.17% 51
2018
Q3 		$322K Buy
3,220
+200
+7% +$18.8K 0.19% 51
2018
Q2 		$257K Buy
3,020
+220
+8% +$17.5K 0.16% 55
2018
Q1 		$203K Buy
+2,800
New +$200K 0.13% 53

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Biegel & Waller's AMZN Position: Q3 2019 in Review

Biegel & Waller increased its Amazon (AMZN) stake by 11% in Q3 2019, buying an estimated $51.9K and bringing the position to 5,840 shares worth $507K. The position accounts for 0.28% of the portfolio, ranked #38.

Biegel & Waller first reported a position in AMZN in Q1 2018 and has held it in 7 quarters since. 2,711 funds tracked by Wall St. Rank hold AMZN as of Q3 2019.

  • Biegel & Waller held 5,840 shares of Amazon worth $507K as of Q3 2019.
  • Biegel & Waller bought 560 Amazon shares in Q3 2019, an estimated $51.9K.
  • Amazon made up 0.28% of Biegel & Waller's portfolio in Q3 2019, its #38 holding.
  • Biegel & Waller first reported a position in Amazon in Q1 2018 and has held it in 7 quarters since.
  • 2,711 funds tracked by Wall St. Rank held Amazon as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.