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Northstar Wealth Partners’s Amazon AMZN Stock Holding History

Northstar Wealth Partners’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 		$5.06M Sell
32,160
-12,560
-28% -$1.98M 2.36% 9
2020
Q2 		$6.17M Sell
44,720
-1,940
-4% -$234K 2.58% 6
2020
Q1 		$4.55M Buy
46,660
+1,800
+4% +$174K 2.31% 9
2019
Q4 		$4.14M Buy
44,860
+40
+0.1% +$3.54K 1.7% 13
2019
Q3 		$3.89M Buy
44,820
+180
+0.4% +$16.7K 1.71% 14
2019
Q2 		$4.23M Sell
44,640
-1,140
-2% -$106K 1.88% 10
2019
Q1 		$4.08M Buy
45,780
+2,620
+6% +$218K 1.87% 11
2018
Q4 		$3.24M Buy
43,160
+9,660
+29% +$803K 1.7% 15
2018
Q3 		$3.35M Sell
33,500
-2,520
-7% -$237K 1.61% 14
2018
Q2 		$3.06M Buy
36,020
+680
+2% +$54K 1.53% 15
2018
Q1 		$2.56M Buy
35,340
+15,500
+78% +$1.11M 1.31% 21
2017
Q4 		$1.24M Sell
19,840
-1,700
-8% -$93.5K 1.1% 28
2017
Q3 		$1.07M Buy
21,540
+5,100
+31% +$251K 1.04% 32
2017
Q2 		$819K Buy
16,440
+1,540
+10% +$73.5K 0.75% 44
2017
Q1 		$677K Buy
+14,900
New +$621K 0.63% 49

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

Northstar Wealth Partners's AMZN Position: Q3 2020 in Review

Northstar Wealth Partners reduced its Amazon (AMZN) stake by 28% in Q3 2020, selling an estimated $1.98M and leaving 32,160 shares worth $5.06M. The position accounts for 2.36% of the portfolio, ranked #9.

Northstar Wealth Partners first reported a position in AMZN in Q1 2017 and has held it in 15 quarters since. The position peaked at $6.17M in Q2 2020. 3,340 funds tracked by Wall St. Rank hold AMZN as of Q3 2020.

  • Northstar Wealth Partners held 32,160 shares of Amazon worth $5.06M as of Q3 2020.
  • Northstar Wealth Partners sold 12,560 Amazon shares in Q3 2020, an estimated $1.98M.
  • Amazon made up 2.36% of Northstar Wealth Partners's portfolio in Q3 2020, its #9 holding.
  • Northstar Wealth Partners first reported a position in Amazon in Q1 2017 and has held it in 15 quarters since.
  • Northstar Wealth Partners's Amazon position peaked at $6.17M in Q2 2020.
  • 3,340 funds tracked by Wall St. Rank held Amazon as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.