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Patriot Wealth Management’s Amazon AMZN Stock Holding History

Patriot 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
2018
Q4 		$10.9M Sell
145,000
-3,560
-2% -$296K 1.59% 19
2018
Q3 		$14.9M Buy
148,560
+2,740
+2% +$258K 1.88% 10
2018
Q2 		$12.4M Buy
145,820
+4,940
+4% +$392K 1.7% 14
2018
Q1 		$10.2M Buy
140,880
+2,940
+2% +$210K 1.45% 20
2017
Q4 		$8.07M Buy
137,940
+460
+0.3% +$25.3K 1.14% 32
2017
Q3 		$6.61M Buy
137,480
+1,160
+0.9% +$57K 1.07% 31
2017
Q2 		$6.6M Buy
136,320
+5,320
+4% +$254K 1.1% 33
2017
Q1 		$5.81M Buy
+131,000
New +$5.46M 0.93% 43
2016
Q2 		– Sell
-116,420
Closed -$3.46M – 70
2016
Q1 		$3.46M Buy
+116,420
New +$3.3M 0.7% 55
2015
Q2 		– Sell
-134,680
Closed -$2.51M – 62
2015
Q1 		$2.51M Buy
134,680
+3,120
+2% +$54.9K 0.56% 54
2014
Q4 		$2.04M Buy
131,560
+560
+0.4% +$8.72K 0.48% 55
2014
Q3 		$2.11M Buy
131,000
+4,160
+3% +$69.2K 0.52% 54
2014
Q2 		$2.06M Buy
126,840
+4,000
+3% +$63.3K 0.52% 52
2014
Q1 		$2.07M Buy
122,840
+2,500
+2% +$46.4K 0.55% 50
2013
Q4 		$2.4M Sell
120,340
-1,700
-1% -$30.6K 0.66% 50
2013
Q3 		$1.91M Sell
122,040
-283,040
-70% -$4.22M 0.57% 51
2013
Q2 		$5.62M Buy
+405,080
New +$5.4M 1.78% 19

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Patriot Wealth Management's AMZN Position: Q4 2018 in Review

Patriot Wealth Management reduced its Amazon (AMZN) stake by 2.4% in Q4 2018, selling an estimated $296K and leaving 145,000 shares worth $10.9M. The position accounts for 1.59% of the portfolio, ranked #19.

Patriot Wealth Management first reported a position in AMZN in Q2 2013 and has held it in 17 quarters since. The position peaked at $14.9M in Q3 2018. 2,635 funds tracked by Wall St. Rank hold AMZN as of Q4 2018.

  • Patriot Wealth Management held 145,000 shares of Amazon worth $10.9M as of Q4 2018.
  • Patriot Wealth Management sold 3,560 Amazon shares in Q4 2018, an estimated $296K.
  • Amazon made up 1.59% of Patriot Wealth Management's portfolio in Q4 2018, its #19 holding.
  • Patriot Wealth Management first reported a position in Amazon in Q2 2013 and has held it in 17 quarters since.
  • Patriot Wealth Management's Amazon position peaked at $14.9M in Q3 2018.
  • 2,635 funds tracked by Wall St. Rank held Amazon as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.