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Blue Chip Wealth Management’s Amazon AMZN Stock Holding History

Blue Chip Wealth Management’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
2020
Q3 		$11.2M Buy
71,180
+2,060
+3% +$325K 8.84% 2
2020
Q2 		$9.53M Buy
69,120
+2,760
+4% +$333K 9.03% 2
2020
Q1 		$6.47M Sell
66,360
-16,100
-20% -$1.56M 8.06% 2
2019
Q4 		$7.62M Buy
82,460
+1,440
+2% +$127K 7.05% 2
2019
Q3 		$7.03M Buy
81,020
+4,200
+5% +$389K 7.34% 2
2019
Q2 		$7.27M Buy
76,820
+3,080
+4% +$287K 7.67% 2
2019
Q1 		$6.57M Buy
73,740
+200
+0.3% +$16.6K 7.44% 2
2018
Q4 		$5.52M Sell
73,540
-220
-0.3% -$18.3K 7.25% 2
2018
Q3 		$7.39M Buy
73,760
+6,060
+9% +$570K 7.44% 2
2018
Q2 		$5.75M Buy
67,700
+6,480
+11% +$514K 6.26% 2
2018
Q1 		$4.43M Buy
+61,220
New +$4.38M 4.54% 3

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Blue Chip Wealth Management's AMZN Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Amazon (AMZN) stake by 3% in Q3 2020, buying an estimated $325K and bringing the position to 71,180 shares worth $11.2M. The position accounts for 8.84% of the portfolio, ranked #2.

Blue Chip Wealth Management first reported a position in AMZN in Q1 2018 and has held it in 11 quarters since. 3,342 funds tracked by Wall St. Rank hold AMZN as of Q3 2020.

  • Blue Chip Wealth Management held 71,180 shares of Amazon worth $11.2M as of Q3 2020.
  • Blue Chip Wealth Management bought 2,060 Amazon shares in Q3 2020, an estimated $325K.
  • Amazon made up 8.84% of Blue Chip Wealth Management's portfolio in Q3 2020, its #2 holding.
  • Blue Chip Wealth Management first reported a position in Amazon in Q1 2018 and has held it in 11 quarters since.
  • 3,342 funds tracked by Wall St. Rank held Amazon as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.