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Gupta Wealth Management’s Amazon AMZN Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$1.66M Buy
55,940
+2,800
+5% +$79.5K 0.39% 64
2015
Q4 		$1.8M Buy
53,140
+14,820
+39% +$467K 0.46% 50
2015
Q3 		$981K Sell
38,320
-420
-1% -$10.6K 0.24% 90
2015
Q2 		$841K Buy
38,740
+4,560
+13% +$95.3K 0.21% 105
2015
Q1 		$636K Buy
+34,180
New +$601K 0.19% 109

Other funds holding AMZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $110B AUM 4.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gupta Wealth Management's AMZN Position: Q1 2016 in Review

Gupta Wealth Management increased its Amazon (AMZN) stake by 5.3% in Q1 2016, buying an estimated $79.5K and bringing the position to 55,940 shares worth $1.66M. The position accounts for 0.39% of the portfolio, ranked #64.

Gupta Wealth Management first reported a position in AMZN in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.8M in Q4 2015. 1,484 funds tracked by Wall St. Rank hold AMZN as of Q1 2016.

  • Gupta Wealth Management held 55,940 shares of Amazon worth $1.66M as of Q1 2016.
  • Gupta Wealth Management bought 2,800 Amazon shares in Q1 2016, an estimated $79.5K.
  • Amazon made up 0.39% of Gupta Wealth Management's portfolio in Q1 2016, its #64 holding.
  • Gupta Wealth Management first reported a position in Amazon in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Amazon position peaked at $1.8M in Q4 2015.
  • 1,484 funds tracked by Wall St. Rank held Amazon as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.