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EisnerAmper Wealth Management Corporate Benefits’s Amazon AMZN Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
Q4 		– Sell
-10,220
Closed -$262K – 34
2015
Q3 		$262K Sell
10,220
-460
-4% -$11.6K 0.18% 99
2015
Q2 		$232K Buy
+10,680
New +$223K 0.18% 88

Other funds holding AMZN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's AMZN Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Amazon (AMZN) in Q4 2015, closing a stake of 10,220 shares — an estimated $262K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in AMZN in Q2 2015 and held it in 2 quarters. The position peaked at $262K in Q3 2015. 1,477 funds tracked by Wall St. Rank hold AMZN as of Q4 2015.

  • EisnerAmper Wealth Management Corporate Benefits reported no remaining Amazon position as of Q4 2015 after selling out during the quarter.
  • EisnerAmper Wealth Management Corporate Benefits sold 10,220 Amazon shares in Q4 2015, an estimated $262K.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in Amazon in Q2 2015 and held it in 2 quarters.
  • EisnerAmper Wealth Management Corporate Benefits's Amazon position peaked at $262K in Q3 2015.
  • 1,477 funds tracked by Wall St. Rank held Amazon as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.