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AMZN icon

Wealthfront’s Amazon AMZN Stock Holding History

Wealthfront’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
2018
Q3 		$36.7M Buy
366,700
+4,360
+1% +$410K 0.35% 23
2018
Q2 		$30.8M Sell
362,340
-50,440
-12% -$4M 0.31% 24
2018
Q1 		$29.9M Buy
412,780
+38,860
+10% +$2.78M 0.3% 24
2017
Q4 		$21.9M Buy
373,920
+42,340
+13% +$2.33M 0.24% 25
2017
Q3 		$15.9M Buy
331,580
+8,200
+3% +$403K 0.21% 25
2017
Q2 		$15.7M Buy
323,380
+46,160
+17% +$2.2M 0.23% 24
2017
Q1 		$12.3M Buy
277,220
+47,300
+21% +$1.97M 0.22% 24
2016
Q4 		$8.62M Buy
229,920
+4,900
+2% +$192K 0.19% 26
2016
Q3 		$9.42M Buy
225,020
+28,640
+15% +$1.1M 0.22% 25
2016
Q2 		$7.03M Buy
196,380
+41,760
+27% +$1.41M 0.19% 28
2016
Q1 		$4.59M Sell
154,620
-31,020
-17% -$880K 0.15% 32
2015
Q4 		$6.27M Buy
185,640
+14,600
+9% +$460K 0.23% 25
2015
Q3 		$4.38M Buy
171,040
+72,040
+73% +$1.82M 0.18% 28
2015
Q2 		$2.15M Buy
99,000
+52,900
+115% +$1.11M 0.09% 32
2015
Q1 		$858K Buy
46,100
+19,440
+73% +$342K 0.04% 45
2014
Q4 		$414K Sell
26,660
-1,740
-6% -$27.1K 0.02% 82
2014
Q3 		$458K Buy
28,400
+5,740
+25% +$95.5K 0.03% 59
2014
Q2 		$382K Buy
22,660
+15,180
+203% +$240K 0.03% 53
2014
Q1 		$128K Buy
+7,480
New +$139K 0.02% 98

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthfront's AMZN Position: Q3 2018 in Review

Wealthfront increased its Amazon (AMZN) stake by 1.2% in Q3 2018, buying an estimated $410K and bringing the position to 366,700 shares worth $36.7M. The position accounts for 0.35% of the portfolio, ranked #23.

Wealthfront first reported a position in AMZN in Q1 2014 and has held it in 19 quarters since. 2,451 funds tracked by Wall St. Rank hold AMZN as of Q3 2018.

  • Wealthfront held 366,700 shares of Amazon worth $36.7M as of Q3 2018.
  • Wealthfront bought 4,360 Amazon shares in Q3 2018, an estimated $410K.
  • Amazon made up 0.35% of Wealthfront's portfolio in Q3 2018, its #23 holding.
  • Wealthfront first reported a position in Amazon in Q1 2014 and has held it in 19 quarters since.
  • 2,451 funds tracked by Wall St. Rank held Amazon as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.