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Cypress Wealth Advisors’s Amazon AMZN Stock Holding History

Cypress 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
2019
Q1 		$846K Sell
9,500
-3,520
-27% -$293K 0.97% 35
2018
Q4 		$978K Buy
13,020
+300
+2% +$24.9K 1.34% 28
2018
Q3 		$1.27M Hold
12,720
– – 1.34% 28
2018
Q2 		$1.08M Buy
12,720
+40
+0.3% +$3.17K 1.17% 31
2018
Q1 		$918K Sell
12,680
-300
-2% -$21.5K 0.99% 36
2017
Q4 		$759K Buy
12,980
+540
+4% +$29.7K 0.73% 43
2017
Q3 		$598K Buy
12,440
+480
+4% +$23.6K 0.97% 29
2017
Q2 		$579K Sell
11,960
-22,940
-66% -$1.09M 0.68% 40
2017
Q1 		$1.55M Buy
34,900
+120
+0.3% +$5K 0.71% 35
2016
Q4 		$1.3M Buy
34,780
+780
+2% +$30.6K 0.6% 42
2016
Q3 		$1.42M Buy
34,000
+3,100
+10% +$119K 0.64% 36
2016
Q2 		$1.11M Buy
30,900
+1,800
+6% +$60.9K 0.55% 47
2016
Q1 		$864K Sell
29,100
-80
-0.3% -$2.27K 0.4% 52
2015
Q4 		$986K Buy
29,180
+1,980
+7% +$62.4K 0.5% 45
2015
Q3 		$696K Buy
+27,200
New +$688K 0.38% 59

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Cypress Wealth Advisors's AMZN Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Amazon (AMZN) stake by 27% in Q1 2019, selling an estimated $293K and leaving 9,500 shares worth $846K. The position accounts for 0.97% of the portfolio, ranked #35.

Cypress Wealth Advisors first reported a position in AMZN in Q3 2015 and has held it in 15 quarters since. The position peaked at $1.55M in Q1 2017. 2,683 funds tracked by Wall St. Rank hold AMZN as of Q1 2019.

  • Cypress Wealth Advisors held 9,500 shares of Amazon worth $846K as of Q1 2019.
  • Cypress Wealth Advisors sold 3,520 Amazon shares in Q1 2019, an estimated $293K.
  • Amazon made up 0.97% of Cypress Wealth Advisors's portfolio in Q1 2019, its #35 holding.
  • Cypress Wealth Advisors first reported a position in Amazon in Q3 2015 and has held it in 15 quarters since.
  • Cypress Wealth Advisors's Amazon position peaked at $1.55M in Q1 2017.
  • 2,683 funds tracked by Wall St. Rank held Amazon as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.