OptiFour Integrated Wealth Management’s Amazon AMZN Stock Holding History

OptiFour Integrated Wealth Management’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	$303K	Hold	3,280	–	–	0.21%	56
2019 Q3	$285K	Sell	3,280 -420	-11%	-$38.9K	0.2%	54
2019 Q2	$350K	Buy	3,700 +680	+23%	+$63.3K	0.24%	49
2019 Q1	$269K	Sell	3,020 -980	-25%	-$81.6K	0.22%	41
2018 Q4	$300K	Sell	4,000 -40	-1%	-$3.33K	0.27%	37
2018 Q3	$405K	Buy	4,040 +40	+1%	+$3.76K	0.33%	36
2018 Q2	$340K	Sell	4,000 -20	-0.5%	-$1.59K	0.29%	40
2018 Q1	$291K	Buy	+4,020	New	+$287K	0.24%	44

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Norges Bank Oslo, Norway $935B AUM

OptiFour Integrated Wealth Management's AMZN Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Amazon (AMZN) position steady in Q4 2019 at 3,280 shares worth $303K. The position accounts for 0.21% of the portfolio, ranked #56.

OptiFour Integrated Wealth Management first reported a position in AMZN in Q1 2018 and has held it in 8 quarters since. The position peaked at $405K in Q3 2018. 3,019 funds tracked by Wall St. Rank hold AMZN as of Q4 2019.

OptiFour Integrated Wealth Management held 3,280 shares of Amazon worth $303K as of Q4 2019.
OptiFour Integrated Wealth Management left its Amazon share count unchanged in Q4 2019.
Amazon made up 0.21% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #56 holding.
OptiFour Integrated Wealth Management first reported a position in Amazon in Q1 2018 and has held it in 8 quarters since.
OptiFour Integrated Wealth Management's Amazon position peaked at $405K in Q3 2018.
3,019 funds tracked by Wall St. Rank held Amazon as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.