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Kays Financial Advisory’s Amazon AMZN Stock Holding History

Kays Financial Advisory’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 		$4.77M Sell
30,300
-6,940
-19% -$1.09M 0.76% 21
2020
Q2 		$5.14M Sell
37,240
-1,220
-3% -$147K 0.89% 19
2020
Q1 		$3.75M Buy
38,460
+3,240
+9% +$314K 0.77% 22
2019
Q4 		$3.25M Sell
35,220
-2,160
-6% -$191K 0.57% 33
2019
Q3 		$3.25M Sell
37,380
-40
-0.1% -$3.71K 0.6% 33
2019
Q2 		$3.54M Buy
37,420
+13,320
+55% +$1.24M 0.65% 28
2019
Q1 		$2.15M Buy
24,100
+4,440
+23% +$369K 0.42% 38
2018
Q4 		$1.48M Buy
+19,660
New +$1.63M 0.34% 49

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kays Financial Advisory's AMZN Position: Q3 2020 in Review

Kays Financial Advisory reduced its Amazon (AMZN) stake by 19% in Q3 2020, selling an estimated $1.09M and leaving 30,300 shares worth $4.77M. The position accounts for 0.76% of the portfolio, ranked #21.

Kays Financial Advisory first reported a position in AMZN in Q4 2018 and has held it in 8 quarters since. The position peaked at $5.14M in Q2 2020. 3,340 funds tracked by Wall St. Rank hold AMZN as of Q3 2020.

  • Kays Financial Advisory held 30,300 shares of Amazon worth $4.77M as of Q3 2020.
  • Kays Financial Advisory sold 6,940 Amazon shares in Q3 2020, an estimated $1.09M.
  • Amazon made up 0.76% of Kays Financial Advisory's portfolio in Q3 2020, its #21 holding.
  • Kays Financial Advisory first reported a position in Amazon in Q4 2018 and has held it in 8 quarters since.
  • Kays Financial Advisory's Amazon position peaked at $5.14M in Q2 2020.
  • 3,340 funds tracked by Wall St. Rank held Amazon as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.