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Rowland Carmichael Advisors’s Amazon AMZN Stock Holding History

Rowland Carmichael Advisors’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 		$1.97M Buy
12,100
+460
+4% +$73.4K 0.62% 33
2020
Q3 		$1.83M Hold
11,640
– – 0.72% 30
2020
Q2 		$1.61M Sell
11,640
-1,140
-9% -$138K 0.68% 30
2020
Q1 		$1.25M Buy
12,780
+2,560
+25% +$248K 0.63% 28
2019
Q4 		$944K Sell
10,220
-2,900
-22% -$257K 0.32% 77
2019
Q3 		$1.14M Buy
13,120
+760
+6% +$70.5K 0.39% 52
2019
Q2 		$1.17M Buy
12,360
+3,820
+45% +$356K 0.4% 49
2019
Q1 		$760K Buy
8,540
+3,480
+69% +$290K 0.28% 100
2018
Q4 		$380K Buy
+5,060
New +$421K 0.17% 144

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

Rowland Carmichael Advisors's AMZN Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its Amazon (AMZN) stake by 4% in Q4 2020, buying an estimated $73.4K and bringing the position to 12,100 shares worth $1.97M. The position accounts for 0.62% of the portfolio, ranked #33.

Rowland Carmichael Advisors first reported a position in AMZN in Q4 2018 and has held it in 9 quarters since. 3,723 funds tracked by Wall St. Rank hold AMZN as of Q4 2020.

  • Rowland Carmichael Advisors held 12,100 shares of Amazon worth $1.97M as of Q4 2020.
  • Rowland Carmichael Advisors bought 460 Amazon shares in Q4 2020, an estimated $73.4K.
  • Amazon made up 0.62% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #33 holding.
  • Rowland Carmichael Advisors first reported a position in Amazon in Q4 2018 and has held it in 9 quarters since.
  • 3,723 funds tracked by Wall St. Rank held Amazon as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.