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Highwater Wealth Management’s Amazon AMZN Stock Holding History

Highwater 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
2019
Q3 		$245K Buy
2,820
+160
+6% +$14.8K 1.08% 24
2019
Q2 		$252K Sell
2,660
-20
-0.7% -$1.86K 1.14% 25
2019
Q1 		$239K Sell
2,680
-220
-8% -$18.3K 0.99% 27
2018
Q4 		$218K Buy
+2,900
New +$241K 1.02% 28
2018
Q1 		– Sell
-3,760
Closed -$220K – 15
2017
Q4 		$220K Buy
+3,760
New +$207K 0.47% 39
2017
Q3 		– Sell
-5,080
Closed -$246K – 43
2017
Q2 		$246K Buy
+5,080
New +$242K 0.59% 37

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Highwater Wealth Management's AMZN Position: Q3 2019 in Review

Highwater Wealth Management increased its Amazon (AMZN) stake by 6% in Q3 2019, buying an estimated $14.8K and bringing the position to 2,820 shares worth $245K. The position accounts for 1.08% of the portfolio, ranked #24.

Highwater Wealth Management first reported a position in AMZN in Q2 2017 and has held it in 6 quarters since. The position peaked at $252K in Q2 2019. 2,707 funds tracked by Wall St. Rank hold AMZN as of Q3 2019.

  • Highwater Wealth Management held 2,820 shares of Amazon worth $245K as of Q3 2019.
  • Highwater Wealth Management bought 160 Amazon shares in Q3 2019, an estimated $14.8K.
  • Amazon made up 1.08% of Highwater Wealth Management's portfolio in Q3 2019, its #24 holding.
  • Highwater Wealth Management first reported a position in Amazon in Q2 2017 and has held it in 6 quarters since.
  • Highwater Wealth Management's Amazon position peaked at $252K in Q2 2019.
  • 2,707 funds tracked by Wall St. Rank held Amazon as of Q3 2019.

Based on Highwater Wealth Management's 13F filing for Q3 2019, filed 17 Oct 2019.