BWFM
AMZN icon

Bridgewater Wealth & Financial Management’s Amazon AMZN Stock Holding History

Bridgewater Wealth & Financial 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
2017
Q3 		– Sell
-15,360
Closed -$743K – 34
2017
Q2 		$743K Buy
15,360
+2,160
+16% +$103K 0.25% 51
2017
Q1 		$585K Buy
13,200
+60
+0.5% +$2.5K 0.21% 55
2016
Q4 		$493K Buy
13,140
+1,000
+8% +$39.2K 0.19% 61
2016
Q3 		$508K Buy
12,140
+720
+6% +$27.6K 0.19% 61
2016
Q2 		$409K Sell
11,420
-1,940
-15% -$65.6K 0.15% 67
2016
Q1 		$397K Buy
+13,360
New +$379K 0.14% 67

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bridgewater Wealth & Financial Management's AMZN Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Amazon (AMZN) in Q3 2017, closing a stake of 15,360 shares — an estimated $743K sold.

Bridgewater Wealth & Financial Management first reported a position in AMZN in Q1 2016 and held it in 6 quarters. The position peaked at $743K in Q2 2017. 1,963 funds tracked by Wall St. Rank hold AMZN as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Amazon position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 15,360 Amazon shares in Q3 2017, an estimated $743K.
  • Bridgewater Wealth & Financial Management first reported a position in Amazon in Q1 2016 and held it in 6 quarters.
  • Bridgewater Wealth & Financial Management's Amazon position peaked at $743K in Q2 2017.
  • 1,963 funds tracked by Wall St. Rank held Amazon as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.