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Independence Advisors’s Amazon AMZN Stock Holding History

Independence 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
2020
Q3 		$765K Buy
4,860
+780
+19% +$123K 0.16% 44
2020
Q2 		$563K Sell
4,080
-660
-14% -$79.7K 0.13% 47
2020
Q1 		$462K Buy
4,740
+1,300
+38% +$126K 0.13% 46
2019
Q4 		$318K Sell
3,440
-20
-0.6% -$1.77K 0.08% 65
2019
Q3 		$300K Hold
3,460
– – 0.07% 72
2019
Q2 		$328K Sell
3,460
-500
-13% -$46.6K 0.08% 65
2019
Q1 		$353K Buy
3,960
+640
+19% +$53.3K 0.1% 59
2018
Q4 		$249K Buy
3,320
+40
+1% +$3.33K 0.08% 66
2018
Q3 		$328K Buy
3,280
+60
+2% +$5.64K 0.1% 57
2018
Q2 		$274K Hold
3,220
– – 0.09% 63
2018
Q1 		$233K Buy
+3,220
New +$230K 0.08% 68
2017
Q4 		– Sell
-5,720
Closed -$275K – 77
2017
Q3 		$275K Buy
+5,720
New +$281K 0.11% 57

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Independence Advisors's AMZN Position: Q3 2020 in Review

Independence Advisors increased its Amazon (AMZN) stake by 19% in Q3 2020, buying an estimated $123K and bringing the position to 4,860 shares worth $765K. The position accounts for 0.16% of the portfolio, ranked #44.

Independence Advisors first reported a position in AMZN in Q3 2017 and has held it in 12 quarters since. 3,339 funds tracked by Wall St. Rank hold AMZN as of Q3 2020.

  • Independence Advisors held 4,860 shares of Amazon worth $765K as of Q3 2020.
  • Independence Advisors bought 780 Amazon shares in Q3 2020, an estimated $123K.
  • Amazon made up 0.16% of Independence Advisors's portfolio in Q3 2020, its #44 holding.
  • Independence Advisors first reported a position in Amazon in Q3 2017 and has held it in 12 quarters since.
  • 3,339 funds tracked by Wall St. Rank held Amazon as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.