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Constellation Wealth Advisors’s Amazon AMZN Stock Holding History

Constellation Wealth 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
2015
Q1 		– Sell
-432,440
Closed -$6.71M – 177
2014
Q4 		$6.71M Buy
432,440
+220,300
+104% +$3.43M 0.56% 41
2014
Q3 		$3.42M Buy
212,140
+33,700
+19% +$561K 0.32% 57
2014
Q2 		$2.9M Buy
178,440
+38,700
+28% +$612K 0.33% 66
2014
Q1 		$2.35M Buy
139,740
+1,120
+0.8% +$20.8K 0.23% 97
2013
Q4 		$2.76M Buy
138,620
+3,920
+3% +$70.5K 0.27% 93
2013
Q3 		$2.11M Sell
134,700
-23,980
-15% -$357K 0.24% 96
2013
Q2 		$2.2M Buy
+158,680
New +$2.11M 0.26% 82

Other funds holding AMZN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Constellation Wealth Advisors's AMZN Position: Q1 2015 in Review

Constellation Wealth Advisors sold out of Amazon (AMZN) in Q1 2015, closing a stake of 432,440 shares — an estimated $6.71M sold.

Constellation Wealth Advisors first reported a position in AMZN in Q2 2013 and held it in 7 quarters. The position peaked at $6.71M in Q4 2014. 1,101 funds tracked by Wall St. Rank hold AMZN as of Q1 2015.

  • Constellation Wealth Advisors reported no remaining Amazon position as of Q1 2015 after selling out during the quarter.
  • Constellation Wealth Advisors sold 432,440 Amazon shares in Q1 2015, an estimated $6.71M.
  • Constellation Wealth Advisors first reported a position in Amazon in Q2 2013 and held it in 7 quarters.
  • Constellation Wealth Advisors's Amazon position peaked at $6.71M in Q4 2014.
  • 1,101 funds tracked by Wall St. Rank held Amazon as of Q1 2015.

Based on Constellation Wealth Advisors's 13F filing for Q1 2015, filed 12 May 2015.