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New England Private Wealth Advisors’s Amazon AMZN Stock Holding History

New England Private Wealth Advisors’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
2019
Q4 		– Sell
-17,160
Closed -$1.49M – 83
2019
Q3 		$1.49M Sell
17,160
-580
-3% -$53.8K 0.36% 46
2019
Q2 		$1.68M Sell
17,740
-280
-2% -$26.1K 0.41% 42
2019
Q1 		$1.6M Buy
18,020
+1,580
+10% +$131K 0.42% 40
2018
Q4 		$1.24M Buy
16,440
+5,260
+47% +$437K 0.36% 49
2018
Q3 		$1.12M Buy
11,180
+240
+2% +$22.6K 0.3% 55
2018
Q2 		$928K Buy
10,940
+2,100
+24% +$167K 0.26% 59
2018
Q1 		$639K Sell
8,840
-3,000
-25% -$215K 0.18% 76
2017
Q4 		$691K Buy
11,840
+2,040
+21% +$112K 0.19% 70
2017
Q3 		$470K Sell
9,800
-260
-3% -$12.8K 0.14% 85
2017
Q2 		$486K Buy
10,060
+4,020
+67% +$192K 0.15% 84
2017
Q1 		$268K Sell
6,040
-12,600
-68% -$525K 0.09% 110
2016
Q4 		$699K Buy
18,640
+1,060
+6% +$41.5K 0.24% 59
2016
Q3 		$736K Buy
17,580
+640
+4% +$24.5K 0.26% 60
2016
Q2 		$607K Hold
16,940
– – 0.23% 61
2016
Q1 		$503K Sell
16,940
-3,500
-17% -$99.3K 0.21% 69
2015
Q4 		$692K Buy
20,440
+11,100
+119% +$350K 0.27% 54
2015
Q3 		$238K Buy
+9,340
New +$236K 0.1% 87

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

New England Private Wealth Advisors's AMZN Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Amazon (AMZN) in Q4 2019, closing a stake of 17,160 shares — an estimated $1.49M sold.

New England Private Wealth Advisors first reported a position in AMZN in Q3 2015 and held it in 17 quarters. The position peaked at $1.68M in Q2 2019. 3,019 funds tracked by Wall St. Rank hold AMZN as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining Amazon position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 17,160 Amazon shares in Q4 2019, an estimated $1.49M.
  • New England Private Wealth Advisors first reported a position in Amazon in Q3 2015 and held it in 17 quarters.
  • New England Private Wealth Advisors's Amazon position peaked at $1.68M in Q2 2019.
  • 3,019 funds tracked by Wall St. Rank held Amazon as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.