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LBA Wealth Management’s Amazon AMZN Stock Holding History

LBA 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
2017
Q1 		$423K Hold
9,540
– – 0.22% 75
2016
Q4 		$358K Hold
9,540
– – 0.2% 78
2016
Q3 		$399K Buy
9,540
+2,000
+27% +$76.5K 0.23% 74
2016
Q2 		$270K Buy
7,540
+1,160
+18% +$39.2K 0.15% 94
2016
Q1 		$189K Sell
6,380
-5,880
-48% -$167K 0.11% 110
2015
Q4 		$414K Buy
12,260
+2,260
+23% +$71.2K 0.24% 76
2015
Q3 		$256K Buy
10,000
+9,500
+1,900% +$240K 0.16% 96
2015
Q2 		$11K Buy
+500
New +$10.4K 0.01% 235

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

LBA Wealth Management's AMZN Position: Q1 2017 in Review

LBA Wealth Management held its Amazon (AMZN) position steady in Q1 2017 at 9,540 shares worth $423K. The position accounts for 0.22% of the portfolio, ranked #75.

LBA Wealth Management first reported a position in AMZN in Q2 2015 and has held it in 8 quarters since. 1,857 funds tracked by Wall St. Rank hold AMZN as of Q1 2017.

  • LBA Wealth Management held 9,540 shares of Amazon worth $423K as of Q1 2017.
  • LBA Wealth Management left its Amazon share count unchanged in Q1 2017.
  • Amazon made up 0.22% of LBA Wealth Management's portfolio in Q1 2017, its #75 holding.
  • LBA Wealth Management first reported a position in Amazon in Q2 2015 and has held it in 8 quarters since.
  • 1,857 funds tracked by Wall St. Rank held Amazon as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.