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Karpus Investment Management’s Amazon AMZN Stock Holding History

Karpus Investment 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
2018
Q4 		– Sell
-2,220
Closed -$222K – 213
2018
Q3 		$222K Buy
+2,220
New +$209K 0.01% 180

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Karpus Investment Management's AMZN Position: Q4 2018 in Review

Karpus Investment Management sold out of Amazon (AMZN) in Q4 2018, closing a stake of 2,220 shares — an estimated $222K sold.

Karpus Investment Management first reported a position in AMZN in Q3 2018 and held it in 1 quarter. The position peaked at $222K in Q3 2018. 2,633 funds tracked by Wall St. Rank hold AMZN as of Q4 2018.

  • Karpus Investment Management reported no remaining Amazon position as of Q4 2018 after selling out during the quarter.
  • Karpus Investment Management sold 2,220 Amazon shares in Q4 2018, an estimated $222K.
  • Karpus Investment Management first reported a position in Amazon in Q3 2018 and held it in 1 quarter.
  • Karpus Investment Management's Amazon position peaked at $222K in Q3 2018.
  • 2,633 funds tracked by Wall St. Rank held Amazon as of Q4 2018.

Based on Karpus Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.