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Shine Investment Advisory Services’s Amazon AMZN Stock Holding History

Shine Investment Advisory Services’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
Q3 		$2.75M Buy
17,440
+3,680
+27% +$580K 0.93% 14
2020
Q2 		$1.9M Sell
13,760
-420
-3% -$50.7K 0.69% 22
2020
Q1 		$1.38M Buy
14,180
+1,920
+16% +$186K 0.64% 28
2019
Q4 		$1.13M Sell
12,260
-920
-7% -$81.4K 0.45% 39
2019
Q3 		$1.14M Buy
13,180
+320
+2% +$29.7K 0.54% 33
2019
Q2 		$1.22M Sell
12,860
-660
-5% -$61.5K 0.56% 33
2019
Q1 		$1.2M Buy
13,520
+1,620
+14% +$135K 0.56% 35
2018
Q4 		$894K Buy
11,900
+120
+1% +$9.98K 0.44% 40
2018
Q3 		$1.18M Buy
11,780
+240
+2% +$22.6K 0.62% 30
2018
Q2 		$981K Buy
11,540
+200
+2% +$15.9K 0.5% 34
2018
Q1 		$821K Buy
11,340
+280
+3% +$20K 0.44% 38
2017
Q4 		$647K Sell
11,060
-500
-4% -$27.5K 0.32% 46
2017
Q3 		$556K Sell
11,560
-320
-3% -$15.7K 0.29% 53
2017
Q2 		$575K Buy
11,880
+3,060
+35% +$146K 0.29% 47
2017
Q1 		$391K Buy
+8,820
New +$368K 0.26% 51

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

Shine Investment Advisory Services's AMZN Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Amazon (AMZN) stake by 27% in Q3 2020, buying an estimated $580K and bringing the position to 17,440 shares worth $2.75M. The position accounts for 0.93% of the portfolio, ranked #14.

Shine Investment Advisory Services first reported a position in AMZN in Q1 2017 and has held it in 15 quarters since. 3,340 funds tracked by Wall St. Rank hold AMZN as of Q3 2020.

  • Shine Investment Advisory Services held 17,440 shares of Amazon worth $2.75M as of Q3 2020.
  • Shine Investment Advisory Services bought 3,680 Amazon shares in Q3 2020, an estimated $580K.
  • Amazon made up 0.93% of Shine Investment Advisory Services's portfolio in Q3 2020, its #14 holding.
  • Shine Investment Advisory Services first reported a position in Amazon in Q1 2017 and has held it in 15 quarters since.
  • 3,340 funds tracked by Wall St. Rank held Amazon as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.