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Private Wealth Advisors (Pennsylvania)’s Amazon AMZN Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 		$11K Buy
4,000
+2,000
+100% +$319K 0.01% 117
2020
Q3 		$22K Buy
+2,000
New +$315K 0.01% 108

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s AMZN Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its Amazon (AMZN) stake by 4.3% in Q4 2020, selling an estimated $456K and leaving 63,940 shares worth $10.4M. The position accounts for 5.93% of the portfolio, ranked #2.

Private Wealth Advisors (Pennsylvania) first reported a position in AMZN in Q1 2014 and has held it in 28 quarters since. The position peaked at $11.5M in Q2 2020. 3,723 funds tracked by Wall St. Rank hold AMZN as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 63,940 shares of Amazon worth $10.4M as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) sold 2,860 Amazon shares in Q4 2020, an estimated $456K.
  • Amazon made up 5.93% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #2 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Amazon in Q1 2014 and has held it in 28 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s Amazon position peaked at $11.5M in Q2 2020.
  • 3,723 funds tracked by Wall St. Rank held Amazon as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.