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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 $5.7T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return