LifePlan Financial Group’s Amazon AMZN Stock Holding History

LifePlan Financial Group’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	$129K	Hold	820	–	–	0.06%	165
2020 Q2	$113K	Hold	820	–	–	0.05%	168
2020 Q1	$80K	Buy	820 +140	+21%	+$13.6K	0.04%	184
2019 Q4	$63K	Buy	680 +80	+13%	+$7.08K	0.03%	221
2019 Q3	$52K	Hold	600	–	–	0.02%	236
2019 Q2	$57K	Hold	600	–	–	0.03%	227
2019 Q1	$53K	Sell	600 -20	-3%	-$1.66K	0.03%	235
2018 Q4	$47K	Buy	620 +120	+24%	+$9.98K	0.03%	236
2018 Q3	$50K	Hold	500	–	–	0.03%	246
2018 Q2	$42K	Buy	500 +80	+19%	+$6.35K	0.02%	259
2018 Q1	$30K	Buy	+420	New	+$30K	0.02%	273

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LifePlan Financial Group's AMZN Position: Q3 2020 in Review

LifePlan Financial Group held its Amazon (AMZN) position steady in Q3 2020 at 820 shares worth $129K. The position accounts for 0.06% of the portfolio, ranked #165.

LifePlan Financial Group first reported a position in AMZN in Q1 2018 and has held it in 11 quarters since. 3,339 funds tracked by Wall St. Rank hold AMZN as of Q3 2020.

LifePlan Financial Group held 820 shares of Amazon worth $129K as of Q3 2020.
LifePlan Financial Group left its Amazon share count unchanged in Q3 2020.
Amazon made up 0.06% of LifePlan Financial Group's portfolio in Q3 2020, its #165 holding.
LifePlan Financial Group first reported a position in Amazon in Q1 2018 and has held it in 11 quarters since.
3,339 funds tracked by Wall St. Rank held Amazon as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.