Opes Advisors’s Amazon AMZN Stock Holding History

Opes 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
2018 Q4	–	Sell	-2,420	Closed	-$242K	–	44
2018 Q3	$242K	Buy	+2,420	New	+$228K	0.18%	34

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Opes Advisors's AMZN Position: Q4 2018 in Review

Opes Advisors sold out of Amazon (AMZN) in Q4 2018, closing a stake of 2,420 shares — an estimated $242K sold.

Opes Advisors first reported a position in AMZN in Q3 2018 and held it in 1 quarter. The position peaked at $242K in Q3 2018. 2,634 funds tracked by Wall St. Rank hold AMZN as of Q4 2018.

Opes Advisors reported no remaining Amazon position as of Q4 2018 after selling out during the quarter.
Opes Advisors sold 2,420 Amazon shares in Q4 2018, an estimated $242K.
Opes Advisors first reported a position in Amazon in Q3 2018 and held it in 1 quarter.
Opes Advisors's Amazon position peaked at $242K in Q3 2018.
2,634 funds tracked by Wall St. Rank held Amazon as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.