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Concert Wealth Management’s Amazon AMZN Stock Holding History

Concert 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
2017
Q3 		– Sell
-21,720
Closed -$1.05M – 31
2017
Q2 		$1.05M Sell
21,720
-103,720
-83% -$4.95M 1.02% 25
2017
Q1 		$4.67M Sell
125,440
-10,380
-8% -$433K 1.06% 10
2016
Q4 		$5.05M Sell
135,820
-35,880
-21% -$1.41M 1.12% 10
2016
Q3 		$7.21M Sell
171,700
-29,060
-14% -$1.11M 0.88% 14
2016
Q2 		$7.18M Buy
200,760
+38,520
+24% +$1.3M 0.97% 11
2016
Q1 		$4.82M Sell
162,240
-17,980
-10% -$510K 0.65% 25
2015
Q4 		$6.09M Sell
180,220
-6,200
-3% -$195K 0.81% 17
2015
Q3 		$4.8M Sell
186,420
-14,860
-7% -$376K 0.65% 26
2015
Q2 		$4.37M Buy
201,280
+23,360
+13% +$488K 0.56% 27
2015
Q1 		$1.95M Buy
177,920
+12,120
+7% +$213K 0.56% 43
2014
Q4 		$2.58M Buy
165,800
+40,480
+32% +$631K 0.39% 47
2014
Q3 		$2.02M Sell
125,320
-780
-0.6% -$13K 0.27% 41
2014
Q2 		$1.96M Buy
126,100
+2,660
+2% +$42.1K 0.24% 50
2014
Q1 		$2.09M Buy
123,440
+340
+0.3% +$6.31K 0.26% 44
2013
Q4 		$2.46M Sell
123,100
-3,200
-3% -$57.5K 0.31% 31
2013
Q3 		$1.98M Buy
126,300
+2,020
+2% +$30.1K 0.28% 36
2013
Q2 		$1.72M Buy
+124,280
New +$1.66M 0.26% 37

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

Concert Wealth Management's AMZN Position: Q3 2017 in Review

Concert Wealth Management sold out of Amazon (AMZN) in Q3 2017, closing a stake of 21,720 shares — an estimated $1.05M sold.

Concert Wealth Management first reported a position in AMZN in Q2 2013 and held it in 17 quarters. The position peaked at $7.21M in Q3 2016. 1,963 funds tracked by Wall St. Rank hold AMZN as of Q3 2017.

  • Concert Wealth Management reported no remaining Amazon position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 21,720 Amazon shares in Q3 2017, an estimated $1.05M.
  • Concert Wealth Management first reported a position in Amazon in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's Amazon position peaked at $7.21M in Q3 2016.
  • 1,963 funds tracked by Wall St. Rank held Amazon as of Q3 2017.

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