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Gary Goldberg Planning Services’s Amazon AMZN Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$65K Buy
4,220
+2,000
+90% +$31.2K 0.03% 189
2014
Q3 		$36K Hold
2,220
– – 0.02% 265
2014
Q2 		$36K Buy
2,220
+720
+48% +$11.4K 0.02% 253
2014
Q1 		$25K Hold
1,500
– – 0.01% 262
2013
Q4 		$30K Hold
1,500
– – 0.02% 229
2013
Q3 		$23K Hold
1,500
– – 0.01% 243
2013
Q2 		$21K Buy
+1,500
New +$20K 0.01% 238

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Gary Goldberg Planning Services's AMZN Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Amazon (AMZN) stake by 90% in Q4 2014, buying an estimated $31.2K and bringing the position to 4,220 shares worth $65K. The position accounts for 0.03% of the portfolio, ranked #189.

Gary Goldberg Planning Services first reported a position in AMZN in Q2 2013 and has held it in 7 quarters since. 1,040 funds tracked by Wall St. Rank hold AMZN as of Q4 2014.

  • Gary Goldberg Planning Services held 4,220 shares of Amazon worth $65K as of Q4 2014.
  • Gary Goldberg Planning Services bought 2,000 Amazon shares in Q4 2014, an estimated $31.2K.
  • Amazon made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #189 holding.
  • Gary Goldberg Planning Services first reported a position in Amazon in Q2 2013 and has held it in 7 quarters since.
  • 1,040 funds tracked by Wall St. Rank held Amazon as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.