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Chessman Wealth Strategies RIA’s Amazon AMZN Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-2,000
Closed -$200K – 31
2018
Q3 		$200K Buy
+2,000
New +$188K 0.18% 32

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Chessman Wealth Strategies RIA's AMZN Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Amazon (AMZN) in Q4 2018, closing a stake of 2,000 shares — an estimated $200K sold.

Chessman Wealth Strategies RIA first reported a position in AMZN in Q3 2018 and held it in 1 quarter. The position peaked at $200K in Q3 2018. 2,633 funds tracked by Wall St. Rank hold AMZN as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Amazon position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 2,000 Amazon shares in Q4 2018, an estimated $200K.
  • Chessman Wealth Strategies RIA first reported a position in Amazon in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Amazon position peaked at $200K in Q3 2018.
  • 2,633 funds tracked by Wall St. Rank held Amazon as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.