Harborview Advisors’s Amazon AMZN Stock Holding History

Harborview 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
2021 Q3	$723K	Buy	4,400 +100	+2%	+$17.2K	0.41%	51
2021 Q2	$740K	Hold	4,300	–	–	0.41%	49
2021 Q1	$665K	Hold	4,300	–	–	0.4%	54
2020 Q4	$700K	Hold	4,300	–	–	0.47%	52
2020 Q3	$677K	Hold	4,300	–	–	0.52%	47
2020 Q2	$593K	Hold	4,300	–	–	0.49%	49
2020 Q1	$419K	Buy	4,300 +200	+5%	+$19.4K	0.42%	48
2019 Q4	$379K	Hold	4,100	–	–	0.29%	52
2019 Q3	$356K	Hold	4,100	–	–	0.29%	52
2019 Q2	$388K	Hold	4,100	–	–	0.31%	48
2019 Q1	$365K	Hold	4,100	–	–	0.32%	46
2018 Q4	$308K	Hold	4,100	–	–	0.36%	35
2018 Q3	$411K	Hold	4,100	–	–	0.42%	36
2018 Q2	$348K	Hold	4,100	–	–	0.32%	49
2018 Q1	$297K	Buy	4,100 +300	+8%	+$21.5K	0.28%	50
2017 Q4	$222K	Buy	+3,800	New	+$209K	0.21%	60

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

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

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

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

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Harborview Advisors's AMZN Position: Q3 2021 in Review

Harborview Advisors increased its Amazon (AMZN) stake by 2.3% in Q3 2021, buying an estimated $17.2K and bringing the position to 4,400 shares worth $723K. The position accounts for 0.41% of the portfolio, ranked #51.

Harborview Advisors first reported a position in AMZN in Q4 2017 and has held it in 16 quarters since. The position peaked at $740K in Q2 2021. 3,701 funds tracked by Wall St. Rank hold AMZN as of Q3 2021.

Harborview Advisors held 4,400 shares of Amazon worth $723K as of Q3 2021.
Harborview Advisors bought 100 Amazon shares in Q3 2021, an estimated $17.2K.
Amazon made up 0.41% of Harborview Advisors's portfolio in Q3 2021, its #51 holding.
Harborview Advisors first reported a position in Amazon in Q4 2017 and has held it in 16 quarters since.
Harborview Advisors's Amazon position peaked at $740K in Q2 2021.
3,701 funds tracked by Wall St. Rank held Amazon as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.