NewFocus Financial Group’s Amazon AMZN Stock Holding History

NewFocus 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 Q4	$928K	Sell	5,700 -600	-10%	-$95.7K	0.27%	73
2020 Q3	$992K	Sell	6,300 -1,160	-16%	-$183K	0.33%	69
2020 Q2	$1.03M	Buy	7,460 +220	+3%	+$26.6K	0.37%	57
2020 Q1	$706K	Sell	7,240 -2,040	-22%	-$197K	0.33%	53
2019 Q4	$857K	Buy	9,280 +4,500	+94%	+$398K	0.33%	56
2019 Q3	$415K	Sell	4,780 -280	-6%	-$26K	0.18%	64
2019 Q2	$479K	Buy	5,060 +1,400	+38%	+$130K	0.22%	62
2019 Q1	$326K	Sell	3,660 -1,380	-27%	-$115K	0.16%	68
2018 Q4	$378K	Buy	5,040 +1,880	+59%	+$156K	0.22%	62
2018 Q3	$316K	Buy	3,160 +140	+5%	+$13.2K	0.17%	62
2018 Q2	$257K	Sell	3,020 -660	-18%	-$52.4K	0.15%	67
2018 Q1	$266K	Buy	+3,680	New	+$263K	0.17%	64

Other funds holding AMZN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management

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

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

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

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