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Torch Wealth Management’s Amazon AMZN Stock Holding History

Torch 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
2019
Q4 		$1.3M Buy
14,080
+60
+0.4% +$5.31K 0.72% 50
2019
Q3 		$1.22M Sell
14,020
-100
-0.7% -$9.27K 0.72% 51
2019
Q2 		$1.34M Sell
14,120
-100
-0.7% -$9.31K 0.8% 48
2019
Q1 		$1.27M Buy
14,220
+200
+1% +$16.6K 0.78% 51
2018
Q4 		$1.05M Buy
14,020
+1,500
+12% +$125K 0.75% 52
2018
Q3 		$1.25M Sell
12,520
-200
-2% -$18.8K 0.75% 53
2018
Q2 		$1.08M Buy
12,720
+440
+4% +$34.9K 0.68% 56
2018
Q1 		$889K Buy
12,280
+300
+3% +$21.5K 0.58% 60
2017
Q4 		$701K Buy
11,980
+1,200
+11% +$66K 0.43% 64
2017
Q3 		$518K Buy
10,780
+900
+9% +$44.2K 0.34% 66
2017
Q2 		$478K Hold
9,880
– – 0.33% 67
2017
Q1 		$438K Buy
+9,880
New +$412K 0.29% 73
2015
Q1 		– Sell
-127,100
Closed -$1.97M – 89
2014
Q4 		$1.97M Buy
+127,100
New +$1.98M 1.51% 23
2014
Q3 		– Sell
-15,000
Closed -$244K – 109
2014
Q2 		$244K Buy
15,000
+9,480
+172% +$150K 0.17% 88
2014
Q1 		$93K Hold
5,520
– – 0.07% 115
2013
Q4 		$110K Buy
+5,520
New +$99.3K 0.08% 107

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Torch Wealth Management's AMZN Position: Q4 2019 in Review

Torch Wealth Management increased its Amazon (AMZN) stake by 0.43% in Q4 2019, buying an estimated $5.31K and bringing the position to 14,080 shares worth $1.3M. The position accounts for 0.72% of the portfolio, ranked #50.

Torch Wealth Management first reported a position in AMZN in Q4 2013 and has held it in 16 quarters since. The position peaked at $1.97M in Q4 2014. 3,019 funds tracked by Wall St. Rank hold AMZN as of Q4 2019.

  • Torch Wealth Management held 14,080 shares of Amazon worth $1.3M as of Q4 2019.
  • Torch Wealth Management bought 60 Amazon shares in Q4 2019, an estimated $5.31K.
  • Amazon made up 0.72% of Torch Wealth Management's portfolio in Q4 2019, its #50 holding.
  • Torch Wealth Management first reported a position in Amazon in Q4 2013 and has held it in 16 quarters since.
  • Torch Wealth Management's Amazon position peaked at $1.97M in Q4 2014.
  • 3,019 funds tracked by Wall St. Rank held Amazon as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.