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Secrest Blakey & Associates’s Amazon AMZN Stock Holding History

Secrest Blakey & Associates’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
2019
Q3 		– Sell
-2,000
Closed -$189K – 135
2019
Q2 		$189K Buy
+2,000
New +$186K 0.16% 94
2019
Q1 		– Sell
-4,000
Closed -$300K – 125
2018
Q4 		$300K Buy
+4,000
New +$333K 0.25% 75

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Secrest Blakey & Associates's AMZN Position: Q3 2020 in Review

Secrest Blakey & Associates held its Amazon (AMZN) position steady in Q3 2020 at 2,000 shares worth $315K. The position accounts for 0.72% of the portfolio, ranked #43.

Secrest Blakey & Associates first reported a position in AMZN in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.35M in Q4 2018. 3,340 funds tracked by Wall St. Rank hold AMZN as of Q3 2020.

  • Secrest Blakey & Associates held 2,000 shares of Amazon worth $315K as of Q3 2020.
  • Secrest Blakey & Associates left its Amazon share count unchanged in Q3 2020.
  • Amazon made up 0.72% of Secrest Blakey & Associates's portfolio in Q3 2020, its #43 holding.
  • Secrest Blakey & Associates first reported a position in Amazon in Q1 2018 and has held it in 11 quarters since.
  • Secrest Blakey & Associates's Amazon position peaked at $1.35M in Q4 2018.
  • 3,340 funds tracked by Wall St. Rank held Amazon as of Q3 2020.

Based on Secrest Blakey & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.