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Lucia Wealth Services’s Amazon AMZN Stock Holding History

Lucia Wealth Services’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 		$866K Buy
5,500
+140
+3% +$22.1K 0.2% 83
2020
Q2 		$739K Buy
5,360
+20
+0.4% +$2.42K 0.2% 82
2020
Q1 		$521K Buy
5,340
+1,100
+26% +$106K 0.17% 101
2019
Q4 		$392K Hold
4,240
– – 0.12% 99
2019
Q3 		$368K Buy
4,240
+340
+9% +$31.5K 0.12% 91
2019
Q2 		$369K Buy
3,900
+100
+3% +$9.31K 0.13% 91
2019
Q1 		$338K Buy
3,800
+1,000
+36% +$83.2K 0.12% 103
2018
Q4 		$210K Hold
2,800
– – 0.1% 111
2018
Q3 		$280K Buy
2,800
+1,000
+56% +$94K 0.09% 121
2018
Q2 		$153K Buy
1,800
+600
+50% +$47.6K 0.07% 138
2018
Q1 		$87K Buy
+1,200
New +$85.8K 0.03% 127

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

Lucia Wealth Services's AMZN Position: Q3 2020 in Review

Lucia Wealth Services increased its Amazon (AMZN) stake by 2.6% in Q3 2020, buying an estimated $22.1K and bringing the position to 5,500 shares worth $866K. The position accounts for 0.2% of the portfolio, ranked #83.

Lucia Wealth Services 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.

  • Lucia Wealth Services held 5,500 shares of Amazon worth $866K as of Q3 2020.
  • Lucia Wealth Services bought 140 Amazon shares in Q3 2020, an estimated $22.1K.
  • Amazon made up 0.2% of Lucia Wealth Services's portfolio in Q3 2020, its #83 holding.
  • Lucia Wealth Services 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 Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.