Private Vista’s Amazon AMZN Stock Holding History

Private Vista’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 Q2	$1.28M	Sell	9,280 -2,640	-22%	-$319K	0.62%	35
2020 Q1	$1.16M	Sell	11,920 -3,620	-23%	-$350K	0.44%	42
2019 Q4	$1.43M	Sell	15,540 -480	-3%	-$42.5K	0.39%	33
2019 Q3	$1.39M	Buy	16,020 +240	+2%	+$22.3K	0.37%	35
2019 Q2	$1.49M	Buy	15,780 +380	+2%	+$35.4K	0.37%	39
2019 Q1	$1.37M	Sell	15,400 -1,500	-9%	-$125K	0.34%	41
2018 Q4	$1.27M	Sell	16,900 -100	-0.6%	-$8.31K	0.3%	45
2018 Q3	$1.7M	Buy	17,000 +1,620	+11%	+$152K	0.35%	40
2018 Q2	$1.31M	Sell	15,380 -500	-3%	-$39.7K	0.3%	44
2018 Q1	$1.15M	Buy	15,880 +5,080	+47%	+$363K	0.34%	37
2017 Q4	$632K	Buy	10,800 +260	+2%	+$14.3K	0.19%	40
2017 Q3	$507K	Buy	+10,540	New	+$518K	0.11%	68

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

Norges Bank Oslo, Norway $935B AUM

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

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

Private Vista's AMZN Position: Q2 2020 in Review

Private Vista reduced its Amazon (AMZN) stake by 22% in Q2 2020, selling an estimated $319K and leaving 9,280 shares worth $1.28M. The position accounts for 0.62% of the portfolio, ranked #35.

Private Vista first reported a position in AMZN in Q3 2017 and has held it in 12 quarters since. The position peaked at $1.7M in Q3 2018. 3,280 funds tracked by Wall St. Rank hold AMZN as of Q2 2020.

Private Vista held 9,280 shares of Amazon worth $1.28M as of Q2 2020.
Private Vista sold 2,640 Amazon shares in Q2 2020, an estimated $319K.
Amazon made up 0.62% of Private Vista's portfolio in Q2 2020, its #35 holding.
Private Vista first reported a position in Amazon in Q3 2017 and has held it in 12 quarters since.
Private Vista's Amazon position peaked at $1.7M in Q3 2018.
3,280 funds tracked by Wall St. Rank held Amazon as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.