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Clarfeld Financial Advisors’s Amazon AMZN Stock Holding History

Clarfeld Financial Advisors’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 		$233K Buy
+3,100
New +$258K 0.19% 41

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Clarfeld Financial Advisors's AMZN Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Amazon (AMZN) in Q4 2018: 3,100 shares worth $233K. The stake represents 0.19% of the portfolio and ranks #41 among its holdings.

2,635 funds tracked by Wall St. Rank hold AMZN as of Q4 2018.

  • Clarfeld Financial Advisors held 3,100 shares of Amazon worth $233K as of Q4 2018.
  • Amazon was a new Clarfeld Financial Advisors position in Q4 2018.
  • Amazon made up 0.19% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #41 holding.
  • 2,635 funds tracked by Wall St. Rank held Amazon as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.