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CA Family Wealth’s Amazon AMZN Stock Holding History

CA Family Wealth’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
Q1 		$312K Sell
3,200
-2,640
-45% -$256K 0.33% 18
2019
Q4 		$540K Buy
+5,840
New +$517K 0.36% 19

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CA Family Wealth's AMZN Position: Q1 2020 in Review

CA Family Wealth reduced its Amazon (AMZN) stake by 45% in Q1 2020, selling an estimated $256K and leaving 3,200 shares worth $312K. The position accounts for 0.33% of the portfolio, ranked #18.

CA Family Wealth first reported a position in AMZN in Q4 2019 and has held it in 2 quarters since. The position peaked at $540K in Q4 2019. 3,167 funds tracked by Wall St. Rank hold AMZN as of Q1 2020.

  • CA Family Wealth held 3,200 shares of Amazon worth $312K as of Q1 2020.
  • CA Family Wealth sold 2,640 Amazon shares in Q1 2020, an estimated $256K.
  • Amazon made up 0.33% of CA Family Wealth's portfolio in Q1 2020, its #18 holding.
  • CA Family Wealth first reported a position in Amazon in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's Amazon position peaked at $540K in Q4 2019.
  • 3,167 funds tracked by Wall St. Rank held Amazon as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.