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SVA Wealth Management’s Amazon AMZN Stock Holding History

SVA Wealth Management’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 		$11.6M Sell
71,440
-4,940
-6% -$788K 1.01% 15
2020
Q3 		$12M Buy
76,380
+60
+0.1% +$9.46K 1.19% 13
2020
Q2 		$10.5M Buy
76,320
+9,260
+14% +$1.12M 1.12% 15
2020
Q1 		$6.54M Buy
67,060
+20,860
+45% +$2.02M 0.75% 26
2019
Q4 		$4.27M Sell
46,200
-3,080
-6% -$273K 0.39% 58
2019
Q3 		$4.28M Buy
49,280
+5,120
+12% +$475K 0.42% 55
2019
Q2 		$4.18M Buy
44,160
+25,760
+140% +$2.4M 0.41% 57
2019
Q1 		$1.64M Buy
18,400
+100
+0.5% +$8.32K 0.16% 103
2018
Q4 		$1.37M Buy
18,300
+1,340
+8% +$111K 0.15% 101
2018
Q3 		$1.7M Buy
16,960
+660
+4% +$62.1K 0.17% 98
2018
Q2 		$1.39M Buy
16,300
+1,680
+11% +$133K 0.15% 107
2018
Q1 		$703K Sell
14,620
-200
-1% -$14.3K 0.09% 128
2017
Q4 		$867K Buy
14,820
+200
+1% +$11K 0.1% 123
2017
Q3 		$703K Buy
14,620
+200
+1% +$9.82K 0.09% 128
2017
Q2 		$698K Hold
14,420
– – 0.09% 125
2017
Q1 		$639K Sell
14,420
-200
-1% -$8.34K 0.09% 127
2016
Q4 		$548K Hold
14,620
– – 0.08% 133
2016
Q3 		$612K Hold
14,620
– – 0.1% 129
2016
Q2 		$523K Hold
14,620
– – 0.08% 136
2016
Q1 		$434K Buy
14,620
+500
+4% +$14.2K 0.07% 149
2015
Q4 		$477K Sell
14,120
-200
-1% -$6.3K 0.08% 154
2015
Q3 		$367K Buy
+14,320
New +$362K 0.07% 163

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

SVA Wealth Management's AMZN Position: Q4 2020 in Review

SVA Wealth Management reduced its Amazon (AMZN) stake by 6.5% in Q4 2020, selling an estimated $788K and leaving 71,440 shares worth $11.6M. The position accounts for 1.01% of the portfolio, ranked #15.

SVA Wealth Management first reported a position in AMZN in Q3 2015 and has held it in 22 quarters since. The position peaked at $12M in Q3 2020. 3,723 funds tracked by Wall St. Rank hold AMZN as of Q4 2020.

  • SVA Wealth Management held 71,440 shares of Amazon worth $11.6M as of Q4 2020.
  • SVA Wealth Management sold 4,940 Amazon shares in Q4 2020, an estimated $788K.
  • Amazon made up 1.01% of SVA Wealth Management's portfolio in Q4 2020, its #15 holding.
  • SVA Wealth Management first reported a position in Amazon in Q3 2015 and has held it in 22 quarters since.
  • SVA Wealth Management's Amazon position peaked at $12M in Q3 2020.
  • 3,723 funds tracked by Wall St. Rank held Amazon as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.