Paul John Balson’s Amazon AMZN Stock Holding History

Paul John Balson’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 Q4	$8.23M	Hold	50,520	–	–	1.69%	4
2020 Q3	$7.95M	Hold	50,520	–	–	1.97%	3
2020 Q2	$6.97M	Buy	50,520 +1,540	+3%	+$186K	2.62%	3
2020 Q1	$4.78M	Buy	+48,980	New	+$4.74M	2.56%	3

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Paul John Balson's AMZN Position: Q4 2020 in Review

Paul John Balson held its Amazon (AMZN) position steady in Q4 2020 at 50,520 shares worth $8.23M. The position accounts for 1.69% of the portfolio, ranked #4.

Paul John Balson first reported a position in AMZN in Q1 2020 and has held it in 4 quarters since. 3,723 funds tracked by Wall St. Rank hold AMZN as of Q4 2020.

Paul John Balson held 50,520 shares of Amazon worth $8.23M as of Q4 2020.
Paul John Balson left its Amazon share count unchanged in Q4 2020.
Amazon made up 1.69% of Paul John Balson's portfolio in Q4 2020, its #4 holding.
Paul John Balson first reported a position in Amazon in Q1 2020 and has held it in 4 quarters since.
3,723 funds tracked by Wall St. Rank held Amazon as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.