SVWA
AMZN icon

Sound View Wealth Advisors’s Amazon AMZN Stock Holding History

Sound View Wealth 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
2019
Q1 		$3.38M Buy
37,980
+1,300
+4% +$108K 1.06% 28
2018
Q4 		$2.75M Buy
+36,680
New +$3.05M 1% 29

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sound View Wealth Advisors's AMZN Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Amazon (AMZN) stake by 3.5% in Q1 2019, buying an estimated $108K and bringing the position to 37,980 shares worth $3.38M. The position accounts for 1.06% of the portfolio, ranked #28.

Sound View Wealth Advisors first reported a position in AMZN in Q4 2018 and has held it in 2 quarters since. 2,683 funds tracked by Wall St. Rank hold AMZN as of Q1 2019.

  • Sound View Wealth Advisors held 37,980 shares of Amazon worth $3.38M as of Q1 2019.
  • Sound View Wealth Advisors bought 1,300 Amazon shares in Q1 2019, an estimated $108K.
  • Amazon made up 1.06% of Sound View Wealth Advisors's portfolio in Q1 2019, its #28 holding.
  • Sound View Wealth Advisors first reported a position in Amazon in Q4 2018 and has held it in 2 quarters since.
  • 2,683 funds tracked by Wall St. Rank held Amazon as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.