Squar Milner Financial Services’s Amazon AMZN Stock Holding History

Squar Milner Financial 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	–	Sell	-10,920	Closed	-$1.51M	–	14
2020 Q2	$1.51M	Sell	10,920 -24,380	-69%	-$2.94M	0.86%	20
2020 Q1	$3.44M	Buy	35,300 +14,240	+68%	+$1.38M	2.07%	7
2019 Q4	$1.95M	Buy	21,060 +11,120	+112%	+$984K	0.97%	14
2019 Q3	$1.56M	Buy	9,940 +5,060	+104%	+$469K	0.8%	25
2019 Q2	$462K	Sell	4,880 -140	-3%	-$13K	0.31%	73
2019 Q1	$446K	Hold	5,020	–	–	0.33%	68
2018 Q4	$377K	Sell	5,020 -160	-3%	-$13.3K	0.36%	68
2018 Q3	$519K	Sell	5,180 -1,220	-19%	-$115K	0.47%	50
2018 Q2	$544K	Buy	6,400 +100	+2%	+$7.94K	0.48%	49
2018 Q1	$456K	Buy	6,300 +3,040	+93%	+$217K	0.58%	50
2017 Q4	$231K	Buy	+3,260	New	+$179K	0.28%	129

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Squar Milner Financial Services's AMZN Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Amazon (AMZN) in Q3 2020, closing a stake of 10,920 shares — an estimated $1.51M sold.

Squar Milner Financial Services first reported a position in AMZN in Q4 2017 and held it in 11 quarters. The position peaked at $3.44M in Q1 2020. 3,339 funds tracked by Wall St. Rank hold AMZN as of Q3 2020.

Squar Milner Financial Services reported no remaining Amazon position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 10,920 Amazon shares in Q3 2020, an estimated $1.51M.
Squar Milner Financial Services first reported a position in Amazon in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Amazon position peaked at $3.44M in Q1 2020.
3,339 funds tracked by Wall St. Rank held Amazon as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.