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Vector Wealth Management’s Amazon AMZN Stock Holding History

Vector 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
2016
Q4 		– Sell
-5,140
Closed -$215K – 81
2016
Q3 		$215K Buy
+5,140
New +$197K 0.15% 77
2016
Q1 		– Sell
-5,940
Closed -$201K – 78
2015
Q4 		$201K Buy
+5,940
New +$187K 0.16% 74
2014
Q1 		– Sell
-10,960
Closed -$218K – 54
2013
Q4 		$218K Buy
+10,960
New +$197K 0.15% 52

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vector Wealth Management's AMZN Position: Q4 2016 in Review

Vector Wealth Management sold out of Amazon (AMZN) in Q4 2016, closing a stake of 5,140 shares — an estimated $215K sold.

Vector Wealth Management first reported a position in AMZN in Q4 2013 and held it in 3 quarters. The position peaked at $218K in Q4 2013. 1,732 funds tracked by Wall St. Rank hold AMZN as of Q4 2016.

  • Vector Wealth Management reported no remaining Amazon position as of Q4 2016 after selling out during the quarter.
  • Vector Wealth Management sold 5,140 Amazon shares in Q4 2016, an estimated $215K.
  • Vector Wealth Management first reported a position in Amazon in Q4 2013 and held it in 3 quarters.
  • Vector Wealth Management's Amazon position peaked at $218K in Q4 2013.
  • 1,732 funds tracked by Wall St. Rank held Amazon as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.