Fiduciary Financial Services of The Southwest’s Amazon AMZN Stock Holding History

Fiduciary Financial Services of The Southwest’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 Q4	$9.71M	Buy	105,100 +3,320	+3%	+$294K	2.54%	6
2019 Q3	$8.83M	Buy	101,780 +1,120	+1%	+$104K	2.36%	7
2019 Q2	$9.53M	Buy	100,660 +1,440	+1%	+$134K	2.7%	5
2019 Q1	$8.83M	Buy	99,220 +1,640	+2%	+$136K	2.57%	6
2018 Q4	$7.33M	Buy	97,580 +1,400	+1%	+$116K	2.31%	9
2018 Q3	$9.63M	Buy	96,180 +1,780	+2%	+$167K	2.68%	3
2018 Q2	$8.02M	Sell	94,400 -1,840	-2%	-$146K	2.43%	7
2018 Q1	$6.96M	Buy	96,240 +200	+0.2%	+$14.3K	2.13%	9
2017 Q4	$5.62M	Buy	96,040 +3,140	+3%	+$173K	1.65%	15
2017 Q3	$4.46M	Buy	92,900 +10,380	+13%	+$510K	1.34%	24
2017 Q2	$3.99M	Buy	82,520 +3,580	+5%	+$171K	1.23%	29
2017 Q1	$3.5M	Buy	78,940 +3,080	+4%	+$128K	1.11%	31
2016 Q4	$2.84M	Buy	75,860 +5,780	+8%	+$226K	0.94%	34
2016 Q3	$2.93M	Buy	70,080 +2,820	+4%	+$108K	0.94%	33
2016 Q2	$2.41M	Buy	+67,260	New	+$2.27M	0.77%	39

Other funds holding AMZN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fiduciary Financial Services of The Southwest's AMZN Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest increased its Amazon (AMZN) stake by 3.3% in Q4 2019, buying an estimated $294K and bringing the position to 105,100 shares worth $9.71M. The position accounts for 2.54% of the portfolio, ranked #6.

Fiduciary Financial Services of The Southwest first reported a position in AMZN in Q2 2016 and has held it in 15 quarters since. 3,019 funds tracked by Wall St. Rank hold AMZN as of Q4 2019.

Fiduciary Financial Services of The Southwest held 105,100 shares of Amazon worth $9.71M as of Q4 2019.
Fiduciary Financial Services of The Southwest bought 3,320 Amazon shares in Q4 2019, an estimated $294K.
Amazon made up 2.54% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #6 holding.
Fiduciary Financial Services of The Southwest first reported a position in Amazon in Q2 2016 and has held it in 15 quarters since.
3,019 funds tracked by Wall St. Rank held Amazon as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.