Divergent Wealth Advisors’s Amazon AMZN Stock Holding History

Divergent 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
2020 Q4	–	Sell	-2,380	Closed	-$375K	–	19
2020 Q3	$375K	Sell	2,380 -680	-22%	-$107K	0.1%	24
2020 Q2	$422K	Sell	3,060 -660	-18%	-$79.7K	0.12%	24
2020 Q1	$363K	Sell	3,720 -2,000	-35%	-$194K	0.13%	25
2019 Q4	$528K	Sell	5,720 -180	-3%	-$15.9K	0.16%	25
2019 Q3	$512K	Buy	5,900 +60	+1%	+$5.56K	0.16%	26
2019 Q2	$553K	Buy	+5,840	New	+$544K	0.18%	26
2018 Q4	–	Sell	-2,220	Closed	-$210K	–	48
2018 Q3	$210K	Sell	2,220 -100	-4%	-$9.4K	0.07%	35
2018 Q2	$197K	Sell	2,320 -160	-6%	-$12.7K	0.07%	35
2018 Q1	$179K	Buy	+2,480	New	+$177K	0.07%	39

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Divergent Wealth Advisors's AMZN Position: Q4 2020 in Review

Divergent Wealth Advisors sold out of Amazon (AMZN) in Q4 2020, closing a stake of 2,380 shares — an estimated $375K sold.

Divergent Wealth Advisors first reported a position in AMZN in Q1 2018 and held it in 9 quarters. The position peaked at $553K in Q2 2019. 3,723 funds tracked by Wall St. Rank hold AMZN as of Q4 2020.

Divergent Wealth Advisors reported no remaining Amazon position as of Q4 2020 after selling out during the quarter.
Divergent Wealth Advisors sold 2,380 Amazon shares in Q4 2020, an estimated $375K.
Divergent Wealth Advisors first reported a position in Amazon in Q1 2018 and held it in 9 quarters.
Divergent Wealth Advisors's Amazon position peaked at $553K in Q2 2019.
3,723 funds tracked by Wall St. Rank held Amazon as of Q4 2020.

Based on Divergent Wealth Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.