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Wealth & Pension Services Group’s Amazon AMZN Stock Holding History

Wealth & Pension Services Group’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
Q3 		$484K Hold
5,580
– – 0.35% 76
2019
Q2 		$528K Buy
5,580
+220
+4% +$20.5K 0.38% 69
2019
Q1 		$477K Buy
5,360
+200
+4% +$16.6K 0.37% 71
2018
Q4 		$388K Buy
5,160
+1,860
+56% +$155K 0.35% 69
2018
Q3 		$330K Buy
+3,300
New +$310K 0.33% 64

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Wealth & Pension Services Group's AMZN Position: Q3 2019 in Review

Wealth & Pension Services Group held its Amazon (AMZN) position steady in Q3 2019 at 5,580 shares worth $484K. The position accounts for 0.35% of the portfolio, ranked #76.

Wealth & Pension Services Group first reported a position in AMZN in Q3 2018 and has held it in 5 quarters since. The position peaked at $528K in Q2 2019. 2,707 funds tracked by Wall St. Rank hold AMZN as of Q3 2019.

  • Wealth & Pension Services Group held 5,580 shares of Amazon worth $484K as of Q3 2019.
  • Wealth & Pension Services Group left its Amazon share count unchanged in Q3 2019.
  • Amazon made up 0.35% of Wealth & Pension Services Group's portfolio in Q3 2019, its #76 holding.
  • Wealth & Pension Services Group first reported a position in Amazon in Q3 2018 and has held it in 5 quarters since.
  • Wealth & Pension Services Group's Amazon position peaked at $528K in Q2 2019.
  • 2,707 funds tracked by Wall St. Rank held Amazon as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.